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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,448 | $78,707-25.7% | $117,861-50.4% | $70,126-16.7% |
| Participation rate | 80.6% | 73.2%+7.4pp | 79.7%+0.9pp | 69.5%+11.1pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,849 | $2,223+28.2% | $3,786-24.7% | $2,343+21.6% |
| Participant deferral / active EE | $5,892 | $3,297+78.7% | $4,482+31.5% | $3,332+76.8% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |