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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,790 | $69,118-94.5% | $53,647-92.9% | $138,895-97.3% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 25.86% | 248.26%-222.4pp | 358.33%-332.5pp | 145.39%-119.5pp |
| Employer contribution / active EE | $969 | $1,189-18.5% | $962+0.8% | $4,194-76.9% |
| Participant deferral / active EE | $1,711 | $2,274-24.8% | $1,813-5.7% | $6,396-73.3% |
| Admin fee / account holder | $42 | $2,724-98.5% | $2,460-98.3% | $12,562-99.7% |