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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $115,780-72.9% | $101,255-69.0% | $158,931-80.2% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 14.41% | 56.14%-41.7pp | 46.48%-32.1pp | 302.86%-288.4pp |
| Employer contribution / active EE | $3,173 | $4,175-24.0% | $3,660-13.3% | $4,761-33.4% |
| Participant deferral / active EE | $3,585 | $4,958-27.7% | $4,370-18.0% | $5,982-40.1% |
| Admin fee / account holder | $188 | $7,246-97.4% | $5,946-96.8% | $11,247-98.3% |