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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,461 | $111,878-51.3% | $93,727-41.9% | $145,897-62.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 14.64% | 204.28%-189.6pp | 133.83%-119.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,908 | $3,092-38.3% | $2,421-21.2% | $4,663-59.1% |
| Participant deferral / active EE | $3,921 | $4,920-20.3% | $4,417-11.2% | $6,689-41.4% |
| Admin fee / account holder | $18 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |