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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,820 | $183,539-81.6% | $155,556-78.3% | $145,897-76.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.69% | 61.31%-47.6pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,956 | $5,315-63.2% | $4,675-58.2% | $4,663-58.0% |
| Participant deferral / active EE | $6,714 | $6,467+3.8% | $5,631+19.2% | $6,689+0.4% |
| Admin fee / account holder | $224 | $19,275-98.8% | $15,885-98.6% | $13,390-98.3% |