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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,867 | $100,895-68.4% | $90,430-64.8% | $158,950-80.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 12.79% | 1725.54%-1712.8pp | 1293.73%-1280.9pp | 302.91%-290.1pp |
| Employer contribution / active EE | $1,027 | $3,689-72.1% | $3,262-68.5% | $4,762-78.4% |
| Participant deferral / active EE | $1,083 | $4,347-75.1% | $3,963-72.7% | $5,983-81.9% |
| Admin fee / account holder | $178 | $6,505-97.3% | $5,613-96.8% | $11,248-98.4% |