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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,723 | $176,402-84.3% | $134,162-79.3% | $158,982-82.6% |
| Participation rate | 94.1% | 78.7%+15.4pp | 72.2%+21.9pp | 82.0%+12.2pp |
| Annual return | 18.71% | 63.66%-44.9pp | 36.35%-17.6pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,428 | $5,042-51.9% | $3,705-34.5% | $4,763-49.0% |
| Participant deferral / active EE | $5,025 | $4,093+22.8% | $3,500+43.6% | $5,983-16.0% |
| Admin fee / account holder | $15 | $8,719-99.8% | $6,685-99.8% | $11,252-99.9% |