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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,860 | $103,038-76.8% | $90,324-73.6% | $152,909-84.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 30.74% | 95.25%-64.5pp | 78.15%-47.4pp | 345.46%-314.7pp |
| Employer contribution / active EE | $888 | $3,141-71.7% | $2,856-68.9% | $4,764-81.4% |
| Participant deferral / active EE | $7,374 | $4,282+72.2% | $3,885+89.8% | $5,851+26.0% |
| Admin fee / account holder | $53 | $6,177-99.1% | $5,356-99.0% | $11,601-99.5% |