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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,511 | $55,472-46.8% | $155,567-81.0% | $74,546-60.4% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 16.18% | 268.72%-252.5pp | 64.74%-48.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $1,415 | $2,269-37.7% | $4,674-69.7% | $2,624-46.1% |
| Participant deferral / active EE | $2,492 | $2,838-12.2% | $5,628-55.7% | $4,347-42.7% |
| Admin fee / account holder | $3 | $1,743-99.9% | $15,916-100.0% | $1,944-99.9% |