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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,789 | $103,000-33.2% | $90,300-23.8% | $152,885-55.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 21.05% | 95.19%-74.1pp | 78.11%-57.1pp | 345.39%-324.3pp |
| Employer contribution / active EE | $2,236 | $3,138-28.7% | $2,854-21.6% | $4,763-53.0% |
| Participant deferral / active EE | $5,695 | $4,281+33.0% | $3,884+46.6% | $5,851-2.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |