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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,523 | $88,815-73.5% | $81,882-71.3% | $145,897-83.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 14.08% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,373 | $3,086-55.5% | $2,916-52.9% | $4,663-70.5% |
| Participant deferral / active EE | $6,236 | $4,647+34.2% | $4,323+44.3% | $6,689-6.8% |
| Admin fee / account holder | $162 | $8,434-98.1% | $7,360-97.8% | $13,390-98.8% |