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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,451 | $99,652-38.3% | $78,778-22.0% | $147,585-58.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 10.87% | 47.28%-36.4pp | 35.62%-24.8pp | 578.57%-567.7pp |
| Employer contribution / active EE | $551 | $2,796-80.3% | $1,986-72.2% | $4,876-88.7% |
| Participant deferral / active EE | $2,029 | $3,664-44.6% | $2,958-31.4% | $5,439-62.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |