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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,460 | $160,028-84.1% | $147,080-82.7% | $145,884-82.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.34% | 98.60%-83.3pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,596 | $5,286-69.8% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $3,025 | $8,422-64.1% | $8,066-62.5% | $6,690-54.8% |
| Admin fee / account holder | $19 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |