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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,243 | $85,766-37.9% | $136,297-60.9% | $70,124-24.1% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 22.82% | 31.45%-8.6pp | 5156.19%-5133.4pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,116 | $2,966-62.4% | $4,696-76.2% | $2,342-52.3% |
| Participant deferral / active EE | $4,963 | $5,051-1.8% | $6,247-20.6% | $3,332+49.0% |
| Admin fee / account holder | $192 | $5,420-96.5% | $9,244-97.9% | $4,645-95.9% |