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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,158 | $53,063-80.9% | $124,206-91.8% | $82,637-87.7% |
| Participation rate | 80.6% | 58.4%+22.2pp | 69.6%+11.1pp | 68.1%+12.6pp |
| Annual return | 19.08% | 68.87%-49.8pp | 515.27%-496.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $640 | $1,530-58.2% | $3,540-81.9% | $2,552-74.9% |
| Participant deferral / active EE | $2,159 | $2,644-18.4% | $3,968-45.6% | $4,126-47.7% |
| Admin fee / account holder | $37 | $4,281-99.1% | $5,929-99.4% | $7,339-99.5% |