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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,294 | $118,708-66.9% | $98,920-60.3% | $158,966-75.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 6.91% | 372.49%-365.6pp | 196.47%-189.6pp | 302.95%-296.0pp |
| Employer contribution / active EE | $997 | $3,334-70.1% | $2,689-62.9% | $4,762-79.1% |
| Participant deferral / active EE | $9,180 | $5,089+80.4% | $4,245+116.3% | $5,983+53.4% |
| Admin fee / account holder | $233 | $10,134-97.7% | $6,643-96.5% | $11,250-97.9% |