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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,797 | $100,938-68.5% | $90,461-64.9% | $158,982-80.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.58% | 1727.20%-1717.6pp | 1294.76%-1285.2pp | 302.99%-293.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,331 | $4,350-0.4% | $3,964+9.3% | $5,983-27.6% |
| Admin fee / account holder | $5 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |