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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,758 | $115,814-76.0% | $101,275-72.6% | $158,982-82.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 16.33% | 56.16%-39.8pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $824 | $4,176-80.3% | $3,660-77.5% | $4,763-82.7% |
| Participant deferral / active EE | $1,640 | $4,958-66.9% | $4,371-62.5% | $5,983-72.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |