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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,210 | $56,134-76.5% | $96,192-86.3% | $85,851-84.6% |
| Participation rate | 91.2% | 56.7%+34.5pp | 68.4%+22.7pp | 69.3%+21.9pp |
| Annual return | 23.93% | 42.30%-18.4pp | 192.09%-168.2pp | 318.63%-294.7pp |
| Employer contribution / active EE | $1,408 | $1,620-13.1% | $2,799-49.7% | $2,565-45.1% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8 | $3,769-99.8% | $5,539-99.9% | $6,261-99.9% |