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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,263 | $102,595-90.0% | $94,057-89.1% | $154,746-93.4% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 31.73% | 583.42%-551.7pp | 480.62%-448.9pp | 172.34%-140.6pp |
| Employer contribution / active EE | $1,431 | $3,147-54.5% | $2,933-51.2% | $4,379-67.3% |
| Participant deferral / active EE | $4,864 | $5,118-5.0% | $4,709+3.3% | $6,730-27.7% |
| Admin fee / account holder | $14 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |