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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,889 | $111,878-89.4% | $93,727-87.3% | $145,897-91.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 15.63% | 204.28%-188.6pp | 133.83%-118.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,216 | $3,092-60.7% | $2,421-49.8% | $4,663-73.9% |
| Participant deferral / active EE | $2,661 | $4,920-45.9% | $4,417-39.7% | $6,689-60.2% |
| Admin fee / account holder | $148 | $10,256-98.6% | $8,292-98.2% | $13,390-98.9% |