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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,823 | $108,942-59.8% | $100,415-56.4% | $145,897-70.0% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 13.69% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,867 | $4,422-57.8% | $3,943-52.6% | $4,663-60.0% |
| Participant deferral / active EE | $5,615 | $8,461-33.6% | $8,091-30.6% | $6,689-16.1% |
| Admin fee / account holder | $20 | $9,702-99.8% | $7,906-99.7% | $13,390-99.9% |