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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,708 | $72,071-49.1% | $68,368-46.3% | $137,256-73.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 22.26% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,098 | $2,788-60.6% | $2,649-58.6% | $4,156-73.6% |
| Participant deferral / active EE | $2,633 | $4,410-40.3% | $4,123-36.1% | $6,407-58.9% |
| Admin fee / account holder | $38 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |