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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,665 | $70,366-37.9% | $66,674-34.5% | $138,895-68.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 16.82% | 386.41%-369.6pp | 321.24%-304.4pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,895 | $2,765+40.9% | $2,620+48.7% | $4,194-7.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $73 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |