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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $108,882-41.5% | $96,754-34.1% | $154,746-58.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.58% | 98.39%-79.8pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,414 | $3,018-53.2% | $2,679-47.2% | $4,379-67.7% |
| Participant deferral / active EE | $11,764 | $5,323+121.0% | $4,758+147.3% | $6,730+74.8% |
| Admin fee / account holder | $68 | $10,200-99.3% | $8,905-99.2% | $14,365-99.5% |