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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,550 | $108,226-89.3% | $77,513-85.1% | $158,950-92.7% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,290 | $1,325+72.8% | $987+132.1% | $4,762-51.9% |
| Participant deferral / active EE | $5,681 | $2,456+131.3% | $1,861+205.3% | $5,983-5.0% |
| Admin fee / account holder | $141 | $3,710-96.2% | $2,859-95.1% | $11,248-98.8% |