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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,164 | $118,877-80.5% | $96,570-76.0% | $167,536-86.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 23.79% | 50.50%-26.7pp | 37.79%-14.0pp | 478.82%-455.0pp |
| Employer contribution / active EE | $735 | $3,121-76.5% | $2,357-68.8% | $4,839-84.8% |
| Participant deferral / active EE | $1,547 | $4,617-66.5% | $3,849-59.8% | $6,342-75.6% |
| Admin fee / account holder | $25 | $8,069-99.7% | $6,182-99.6% | $12,315-99.8% |