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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,665 | $47,977+26.4% | $154,111-60.6% | $56,287+7.8% |
| Participation rate | 96.5% | 66.2%+30.3pp | 83.0%+13.5pp | 69.9%+26.7pp |
| Annual return | 3.43% | 3.54%-0.1pp | 735.18%-731.8pp | -9.96%+13.4pp |
| Employer contribution / active EE | $4,157 | $2,169+91.7% | $5,298-21.5% | $2,111+96.9% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $438-99.0% | $13,411-100.0% | $521-99.2% |