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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,468 | $58,275-63.2% | $81,844-73.8% | $80,935-73.5% |
| Participation rate | 71.4% | 63.5%+8.0pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 12.81% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,399 | $2,346+2.2% | $2,916-17.8% | $2,757-13.0% |
| Participant deferral / active EE | $4,832 | $3,285+47.1% | $4,323+11.8% | $4,299+12.4% |
| Admin fee / account holder | $234 | $4,749-95.1% | $7,355-96.8% | $6,924-96.6% |