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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,236 | $125,778-90.3% | $114,563-89.3% | $154,746-92.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.9%-1.5pp | 80.7%-9.3pp |
| Annual return | 343.42% | 295.14%+48.3pp | 241.09%+102.3pp | 172.34%+171.1pp |
| Employer contribution / active EE | $712 | $2,806-74.6% | $2,592-72.5% | $4,379-83.7% |
| Participant deferral / active EE | $797 | $4,445-82.1% | $4,142-80.8% | $6,730-88.2% |
| Admin fee / account holder | $27 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |