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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,297 | $202,342-79.1% | $172,752-75.5% | $152,897-72.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 28.64% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,934 | $5,858-67.0% | $5,144-62.4% | $4,764-59.4% |
| Participant deferral / active EE | $5,743 | $5,948-3.5% | $5,198+10.5% | $5,851-1.8% |
| Admin fee / account holder | $77 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |