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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,511 | $55,446-46.8% | $155,574-81.0% | $74,429-60.4% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 16.18% | 269.20%-253.0pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $1,415 | $2,266-37.6% | $4,676-69.7% | $2,625-46.1% |
| Participant deferral / active EE | $2,492 | $2,836-12.1% | $5,629-55.7% | $4,348-42.7% |
| Admin fee / account holder | $3 | $1,743-99.9% | $15,914-100.0% | $1,944-99.9% |