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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,894 | $39,036-8.0% | $80,784-55.6% | $85,851-58.2% |
| Participation rate | 71.0% | 41.6%+29.4pp | 54.2%+16.8pp | 69.3%+1.6pp |
| Annual return | 13.49% | 26.31%-12.8pp | 87.31%-73.8pp | 318.63%-305.1pp |
| Employer contribution / active EE | $1,841 | $722+154.9% | $1,160+58.7% | $2,565-28.2% |
| Participant deferral / active EE | $3,681 | $1,326+177.6% | $2,145+71.6% | $3,952-6.9% |
| Admin fee / account holder | $149 | $2,429-93.9% | $3,380-95.6% | $6,261-97.6% |