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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,306 | $106,110-45.1% | $147,005-60.3% | $77,671-24.9% |
| Participation rate | 95.5% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 30.90% | 56.77%-25.9pp | 418.76%-387.9pp | 31.21%-0.3pp |
| Employer contribution / active EE | $2,971 | $4,065-26.9% | $4,934-39.8% | $2,726+9.0% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $2 | $338-99.5% | $13,006-100.0% | $430-99.6% |