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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,805 | $138,114-68.3% | $125,391-65.1% | $134,545-67.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 0.81% | 750.88%-750.1pp | 572.41%-571.6pp | 418.37%-417.6pp |
| Employer contribution / active EE | $2,408 | $5,246-54.1% | $4,816-50.0% | $4,742-49.2% |
| Participant deferral / active EE | $3,749 | $7,801-51.9% | $7,448-49.7% | $6,401-41.4% |
| Admin fee / account holder | $28 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |