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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,202 | $108,212-82.3% | $77,513-75.2% | $158,966-87.9% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 60.93% | 31.67%+29.3pp | 54.81%+6.1pp | 302.95%-242.0pp |
| Employer contribution / active EE | $13,704 | $1,325+934.3% | $987+1289.0% | $4,762+187.7% |
| Participant deferral / active EE | $6,508 | $2,455+165.1% | $1,861+249.7% | $5,983+8.8% |
| Admin fee / account holder | $173 | $3,709-95.3% | $2,859-93.9% | $11,250-98.5% |