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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,943 | $76,522-97.5% | $56,033-96.5% | $145,884-98.7% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 17.65% | 3014.28%-2996.6pp | 1711.38%-1693.7pp | 551.85%-534.2pp |
| Employer contribution / active EE | $248 | $1,382-82.1% | $1,041-76.2% | $4,662-94.7% |
| Participant deferral / active EE | $1,169 | $2,624-55.5% | $1,954-40.2% | $6,690-82.5% |
| Admin fee / account holder | $211 | $3,328-93.7% | $2,827-92.5% | $13,392-98.4% |