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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,012 | $102,382-53.1% | $147,005-67.3% | $80,874-40.6% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 14.28% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,924 | $3,715+32.6% | $4,934-0.2% | $2,756+78.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |