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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,798 | $60,128-57.1% | $90,440-71.5% | $79,852-67.7% |
| Participation rate | 81.3% | 65.0%+16.3pp | 72.7%+8.6pp | 69.6%+11.6pp |
| Annual return | 18.66% | 71.95%-53.3pp | 1294.38%-1275.7pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,159 | $2,068+52.7% | $3,263-3.2% | $2,471+27.8% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $131 | $3,977-96.7% | $5,615-97.7% | $5,306-97.5% |