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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,153 | $100,911-73.1% | $90,440-70.0% | $158,966-82.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 34.30% | 1726.62%-1692.3pp | 1294.38%-1260.1pp | 302.95%-268.6pp |
| Employer contribution / active EE | $3,712 | $3,690+0.6% | $3,263+13.8% | $4,762-22.1% |
| Participant deferral / active EE | $6,832 | $4,348+57.1% | $3,964+72.4% | $5,983+14.2% |
| Admin fee / account holder | $279 | $6,507-95.7% | $5,615-95.0% | $11,250-97.5% |