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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,144 | $91,167-75.7% | $178,498-87.6% | $79,858-72.3% |
| Participation rate | 72.1% | 69.2%+2.9pp | 81.9%-9.8pp | 69.6%+2.5pp |
| Annual return | 49.15% | 24.19%+25.0pp | 151.09%-101.9pp | 31.72%+17.4pp |
| Employer contribution / active EE | $1,673 | $3,255-48.6% | $5,011-66.6% | $2,471-32.3% |
| Participant deferral / active EE | $2,922 | $3,236-9.7% | $5,202-43.8% | $3,740-21.9% |
| Admin fee / account holder | $236 | $6,747-96.5% | $13,985-98.3% | $5,306-95.6% |