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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,461 | $76,522-78.5% | $56,033-70.6% | $145,884-88.7% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 15.79% | 3014.28%-2998.5pp | 1711.38%-1695.6pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,002 | $1,382-27.5% | $1,041-3.7% | $4,662-78.5% |
| Participant deferral / active EE | $3,234 | $2,624+23.3% | $1,954+65.5% | $6,690-51.7% |
| Admin fee / account holder | $222 | $3,328-93.3% | $2,827-92.2% | $13,392-98.3% |