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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,376 | $67,823-93.5% | $52,425-91.7% | $137,256-96.8% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 20.23% | 219.11%-198.9pp | 302.12%-281.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $200 | $1,163-82.8% | $914-78.1% | $4,156-95.2% |
| Participant deferral / active EE | $892 | $2,288-61.0% | $1,790-50.2% | $6,407-86.1% |
| Admin fee / account holder | $9 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |