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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,702 | $106,280-69.2% | $96,538-66.1% | $139,487-76.6% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 682.26% | 38.48%+643.8pp | 35.74%+646.5pp | 373.84%+308.4pp |
| Employer contribution / active EE | $2,195 | $4,107-46.6% | $3,740-41.3% | $4,755-53.8% |
| Participant deferral / active EE | $6,509 | $5,457+19.3% | $4,880+33.4% | $6,713-3.0% |
| Admin fee / account holder | $211 | $7,888-97.3% | $6,737-96.9% | $11,407-98.2% |