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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,913 | $115,796-76.8% | $101,264-73.4% | $158,950-83.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 22.85% | 56.15%-33.3pp | 46.48%-23.6pp | 302.91%-280.1pp |
| Employer contribution / active EE | $1,953 | $4,175-53.2% | $3,660-46.6% | $4,762-59.0% |
| Participant deferral / active EE | $2,036 | $4,958-58.9% | $4,370-53.4% | $5,983-66.0% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |