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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,652 | $45,152+10.0% | $73,836-32.8% | $59,633-16.7% |
| Participation rate | 76.6% | 64.0%+12.6pp | 73.4%+3.2pp | 68.7%+7.9pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $282 | $1,901-85.1% | $2,787-89.9% | $2,203-87.2% |
| Participant deferral / active EE | $1,290 | $2,573-49.8% | $3,583-64.0% | $3,192-59.6% |
| Admin fee / account holder | $206 | $3,515-94.2% | $4,882-95.8% | $4,297-95.2% |