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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,906 | $81,643-62.1% | $70,462-56.1% | $158,950-80.6% |
| Participation rate | 72.7% | 77.7%-5.0pp | 75.1%-2.3pp | 82.0%-9.2pp |
| Annual return | 15.83% | 208.51%-192.7pp | 109.08%-93.2pp | 302.91%-287.1pp |
| Employer contribution / active EE | $7,020 | $3,218+118.2% | $2,737+156.4% | $4,762+47.4% |
| Participant deferral / active EE | $2,739 | $4,555-39.9% | $3,710-26.2% | $5,983-54.2% |
| Admin fee / account holder | $68 | $6,194-98.9% | $3,845-98.2% | $11,248-99.4% |