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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,814 | $100,203-85.2% | $85,240-82.6% | $145,897-89.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.83% | 84.28%-67.5pp | 66.75%-49.9pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,287 | $3,242-60.3% | $2,735-52.9% | $4,663-72.4% |
| Participant deferral / active EE | $4,034 | $5,299-23.9% | $4,527-10.9% | $6,689-39.7% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |