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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,934 | $102,595-89.3% | $94,057-88.4% | $154,746-92.9% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 21.92% | 583.42%-561.5pp | 480.62%-458.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $850 | $3,147-73.0% | $2,933-71.0% | $4,379-80.6% |
| Participant deferral / active EE | $2,952 | $5,118-42.3% | $4,709-37.3% | $6,730-56.1% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |