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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,460 | $69,745-60.6% | $67,511-59.3% | $74,546-63.2% |
| Participation rate | 80.7% | 71.3%+9.4pp | 72.9%+7.8pp | 67.2%+13.5pp |
| Annual return | 12.75% | -40.37%+53.1pp | 3517.41%-3504.7pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,708 | $2,705-36.9% | $2,733-37.5% | $2,624-34.9% |
| Participant deferral / active EE | $2,652 | $3,636-27.1% | $4,000-33.7% | $4,347-39.0% |
| Admin fee / account holder | $11 | $894-98.8% | $3,999-99.7% | $1,944-99.4% |