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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,700 | $106,923-40.4% | $84,023-24.2% | $152,909-58.3% |
| Participation rate | 72.7% | 75.3%-2.5pp | 69.0%+3.7pp | 82.5%-9.7pp |
| Annual return | 23.03% | 105.02%-82.0pp | 71.32%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,073 | $4,013-48.3% | $3,239-36.0% | $5,851-64.6% |
| Admin fee / account holder | $257 | $8,289-96.9% | $6,102-95.8% | $11,601-97.8% |