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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,630 | $85,766-52.6% | $136,297-70.2% | $70,124-42.1% |
| Participation rate | 89.3% | 74.2%+15.2pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 14.96% | 31.45%-16.5pp | 5156.19%-5141.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,480 | $2,966-50.1% | $4,696-68.5% | $2,342-36.8% |
| Participant deferral / active EE | $3,360 | $5,051-33.5% | $6,247-46.2% | $3,332+0.9% |
| Admin fee / account holder | $262 | $5,420-95.2% | $9,244-97.2% | $4,645-94.4% |