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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,271 | $109,372-84.2% | $89,414-80.7% | $158,966-89.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 40.16% | 345.55%-305.4pp | 245.50%-205.3pp | 302.95%-262.8pp |
| Employer contribution / active EE | $3,381 | $3,171+6.6% | $2,586+30.7% | $4,762-29.0% |
| Participant deferral / active EE | $3,381 | $4,598-26.5% | $3,890-13.1% | $5,983-43.5% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |