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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $100,203-57.9% | $85,240-50.5% | $145,897-71.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.01% | 84.28%-70.3pp | 66.75%-52.7pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,957 | $3,242-39.6% | $2,735-28.5% | $4,663-58.0% |
| Participant deferral / active EE | $2,176 | $5,299-58.9% | $4,527-51.9% | $6,689-67.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |