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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,097 | $88,360-3.7% | $145,433-41.5% | $67,986+25.2% |
| Participation rate | 99.3% | 65.5%+33.8pp | 82.1%+17.2pp | 57.2%+42.1pp |
| Annual return | 41.16% | 63.15%-22.0pp | 66.58%-25.4pp | 31.67%+9.5pp |
| Employer contribution / active EE | $1,017 | $3,054-66.7% | $4,554-77.7% | $2,019-49.6% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |