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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,893 | $90,489-86.9% | $76,051-84.4% | $145,978-91.9% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.1%+15.5pp | 80.3%+4.3pp |
| Annual return | 12.37% | 622.78%-610.4pp | 360.42%-348.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,741 | $3,319-47.6% | $2,690-35.3% | $4,662-62.7% |
| Participant deferral / active EE | $3,381 | $5,164-34.5% | $4,257-20.6% | $6,690-49.5% |
| Admin fee / account holder | $269 | $8,374-96.8% | $6,416-95.8% | $13,400-98.0% |