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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,142 | $55,437-69.1% | $155,534-89.0% | $74,459-77.0% |
| Participation rate | 86.8% | 61.9%+24.9pp | 78.2%+8.6pp | 67.2%+19.6pp |
| Annual return | 12.89% | 269.58%-256.7pp | 64.92%-52.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,118 | $2,837-60.6% | $5,630-80.1% | $4,350-74.3% |
| Admin fee / account holder | $3 | $1,742-99.9% | $15,900-100.0% | $1,945-99.9% |