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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,761 | $70,366-77.6% | $66,674-76.4% | $138,895-88.7% |
| Participation rate | 93.3% | 76.2%+17.2pp | 73.7%+19.7pp | 79.9%+13.4pp |
| Annual return | 26.09% | 386.41%-360.3pp | 321.24%-295.2pp | 145.39%-119.3pp |
| Employer contribution / active EE | $2,537 | $2,765-8.3% | $2,620-3.2% | $4,194-39.5% |
| Participant deferral / active EE | $3,485 | $4,374-20.3% | $4,084-14.7% | $6,396-45.5% |
| Admin fee / account holder | $25 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |