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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,058 | $81,749-84.0% | $58,544-77.7% | $139,456-90.6% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 16.12% | 7425.45%-7409.3pp | 4249.56%-4233.4pp | 373.45%-357.3pp |
| Employer contribution / active EE | $987 | $1,398-29.4% | $1,053-6.3% | $4,753-79.2% |
| Participant deferral / active EE | $904 | $2,555-64.6% | $1,923-53.0% | $6,711-86.5% |
| Admin fee / account holder | $92 | $3,272-97.2% | $2,520-96.4% | $11,407-99.2% |