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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,278 | $154,754-74.0% | $124,206-67.6% | $138,895-71.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.6%+13.8pp | 79.9%+3.4pp |
| Annual return | 13.97% | 709.28%-695.3pp | 515.27%-501.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $908 | $4,621-80.3% | $3,968-77.1% | $6,396-85.8% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |