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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,169 | $88,087-29.4% | $164,866-62.3% | $74,546-16.6% |
| Participation rate | 77.8% | 73.1%+4.7pp | 78.6%-0.8pp | 67.2%+10.6pp |
| Annual return | 15.84% | 17.27%-1.4pp | 69.97%-54.1pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,366 | $4,499+130.4% | $6,033+71.8% | $4,347+138.4% |
| Admin fee / account holder | $3 | $2,232-99.9% | $12,689-100.0% | $1,944-99.9% |