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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,313 | $96,388-49.9% | $80,627-40.1% | $139,466-65.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 16.29% | 1352.08%-1335.8pp | 936.76%-920.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,097 | $3,260-35.7% | $2,723-23.0% | $4,754-55.9% |
| Participant deferral / active EE | $3,694 | $5,224-29.3% | $4,443-16.9% | $6,712-45.0% |
| Admin fee / account holder | $25 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |