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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,958 | $88,754-83.1% | $81,820-81.7% | $145,877-89.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 15.03% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $955 | $3,085-69.1% | $2,915-67.2% | $4,663-79.5% |
| Participant deferral / active EE | $5,408 | $4,648+16.4% | $4,323+25.1% | $6,691-19.2% |
| Admin fee / account holder | $296 | $8,424-96.5% | $7,391-96.0% | $13,402-97.8% |