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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,980 | $166,131-72.3% | $164,975-72.1% | $145,877-68.5% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 8.83% | 100.37%-91.5pp | 70.12%-61.3pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,688 | $5,276-68.0% | $4,343-61.1% | $4,663-63.8% |
| Participant deferral / active EE | $5,380 | $6,962-22.7% | $6,033-10.8% | $6,691-19.6% |
| Admin fee / account holder | $129 | $16,648-99.2% | $12,688-99.0% | $13,402-99.0% |