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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,530 | $91,537-59.0% | $130,045-71.1% | $75,173-50.1% |
| Participation rate | 74.6% | 71.5%+3.2pp | 78.5%-3.9pp | 67.2%+7.4pp |
| Annual return | 20.01% | -631.55%+651.6pp | -137.30%+157.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,246 | $2,845-21.1% | $4,321-48.0% | $2,671-15.9% |
| Participant deferral / active EE | $3,435 | $4,343-20.9% | $5,820-41.0% | $4,126-16.8% |
| Admin fee / account holder | $287 | $6,780-95.8% | $10,600-97.3% | $5,651-94.9% |