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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,016 | $28,624-75.5% | $53,647-86.9% | $82,637-91.5% |
| Participation rate | 93.3% | 47.3%+46.1pp | 56.3%+37.1pp | 68.1%+25.3pp |
| Annual return | 21.76% | 664.98%-643.2pp | 358.33%-336.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,741 | $637+173.5% | $962+81.0% | $2,552-31.8% |
| Participant deferral / active EE | $2,080 | $1,196+73.9% | $1,813+14.7% | $4,126-49.6% |
| Admin fee / account holder | $281 | $2,022-86.1% | $2,460-88.6% | $7,339-96.2% |