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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,551 | $129,737-64.1% | $119,126-60.9% | $154,746-69.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 16.11% | 379.08%-363.0pp | 282.11%-266.0pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,435 | $4,375-44.3% | $4,034-39.6% | $4,379-44.4% |
| Participant deferral / active EE | $3,913 | $5,842-33.0% | $5,318-26.4% | $6,730-41.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |