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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,359 | $152,612-62.4% | $125,192-54.2% | $152,897-62.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.74% | 54.85%-26.1pp | 43.79%-15.0pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,673 | $4,947-46.0% | $3,866-30.9% | $4,764-43.9% |
| Participant deferral / active EE | $12,337 | $5,868+110.2% | $4,937+149.9% | $5,851+110.8% |
| Admin fee / account holder | $234 | $13,437-98.3% | $9,704-97.6% | $11,599-98.0% |