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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,277 | $100,262-71.8% | $81,370-65.2% | $145,897-80.6% |
| Participation rate | 82.4% | 74.3%+8.1pp | 69.5%+12.8pp | 80.3%+2.0pp |
| Annual return | 77.84% | 34.52%+43.3pp | 24.85%+53.0pp | 552.29%-474.4pp |
| Employer contribution / active EE | $1,964 | $2,979-34.1% | $2,464-20.3% | $4,663-57.9% |
| Participant deferral / active EE | $3,570 | $4,612-22.6% | $3,885-8.1% | $6,689-46.6% |
| Admin fee / account holder | $100 | $8,163-98.8% | $5,749-98.3% | $13,390-99.2% |