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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,247 | $100,911-36.3% | $90,440-29.0% | $158,966-59.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 16.42% | 1726.62%-1710.2pp | 1294.38%-1278.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,285 | $3,690-65.2% | $3,263-60.6% | $4,762-73.0% |
| Participant deferral / active EE | $7,632 | $4,348+75.5% | $3,964+92.5% | $5,983+27.6% |
| Admin fee / account holder | $196 | $6,507-97.0% | $5,615-96.5% | $11,250-98.3% |