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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,769 | $106,918-76.8% | $84,021-70.5% | $152,897-83.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 24.27% | 105.01%-80.7pp | 71.32%-47.0pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,329 | $2,735-51.4% | $1,984-33.0% | $4,764-72.1% |
| Participant deferral / active EE | $3,170 | $4,012-21.0% | $3,239-2.1% | $5,851-45.8% |
| Admin fee / account holder | $6 | $8,288-99.9% | $6,102-99.9% | $11,599-99.9% |