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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,461 | $76,519-78.5% | $56,025-70.6% | $145,897-88.7% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 15.79% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,002 | $1,383-27.6% | $1,042-3.8% | $4,663-78.5% |
| Participant deferral / active EE | $3,234 | $2,624+23.2% | $1,955+65.5% | $6,689-51.6% |
| Admin fee / account holder | $222 | $3,331-93.3% | $2,828-92.2% | $13,390-98.3% |