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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,075 | $88,754-92.0% | $81,820-91.4% | $145,877-95.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 16.57% | 1031.77%-1015.2pp | 777.93%-761.4pp | 551.28%-534.7pp |
| Employer contribution / active EE | $993 | $3,085-67.8% | $2,915-65.9% | $4,663-78.7% |
| Participant deferral / active EE | $1,628 | $4,648-65.0% | $4,323-62.3% | $6,691-75.7% |
| Admin fee / account holder | $70 | $8,424-99.2% | $7,391-99.0% | $13,402-99.5% |