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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,167 | $49,896-75.6% | $80,627-84.9% | $75,173-83.8% |
| Participation rate | 94.9% | 55.3%+39.6pp | 67.0%+27.9pp | 67.2%+27.7pp |
| Annual return | 22.79% | 34.67%-11.9pp | 936.76%-914.0pp | 160.72%-137.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,236 | $2,992+75.0% | $4,443+17.8% | $4,126+26.9% |
| Admin fee / account holder | $82 | $3,578-97.7% | $5,381-98.5% | $5,651-98.6% |