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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,438 | $110,337-47.0% | $102,383-42.9% | $145,877-59.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.84% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,257 | $4,216-46.5% | $3,870-41.7% | $4,663-51.6% |
| Participant deferral / active EE | $6,651 | $5,621+18.3% | $5,060+31.5% | $6,691-0.6% |
| Admin fee / account holder | $95 | $9,750-99.0% | $8,391-98.9% | $13,402-99.3% |