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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,921 | $85,171-66.0% | $172,753-83.3% | $72,976-60.4% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.6%-6.9pp | 69.5%+6.3pp |
| Annual return | 18.72% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,751 | $3,324-47.3% | $5,144-66.0% | $2,440-28.2% |
| Participant deferral / active EE | $3,091 | $3,260-5.2% | $5,198-40.5% | $3,608-14.3% |
| Admin fee / account holder | $190 | $5,880-96.8% | $13,956-98.6% | $5,124-96.3% |