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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $103,038-65.7% | $90,324-60.9% | $152,909-76.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 18.07% | 95.25%-77.2pp | 78.15%-60.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,688 | $4,282-37.2% | $3,885-30.8% | $5,851-54.1% |
| Admin fee / account holder | $10 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |