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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,311 | $60,119-21.3% | $90,430-47.7% | $79,858-40.8% |
| Participation rate | 89.3% | 65.0%+24.3pp | 72.7%+16.6pp | 69.6%+19.7pp |
| Annual return | 16.80% | 71.94%-55.1pp | 1293.73%-1276.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $3,054 | $2,068+47.7% | $3,262-6.4% | $2,471+23.6% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $206 | $3,976-94.8% | $5,613-96.3% | $5,306-96.1% |