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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,170 | $84,713-34.9% | $75,717-27.1% | $167,518-67.1% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.8%+7.5pp | 82.1%+0.2pp |
| Annual return | 14.66% | 199.49%-184.8pp | 104.58%-89.9pp | 478.71%-464.0pp |
| Employer contribution / active EE | $2,438 | $3,229-24.5% | $2,743-11.1% | $4,838-49.6% |
| Participant deferral / active EE | $1,483 | $4,578-67.6% | $3,821-61.2% | $6,342-76.6% |
| Admin fee / account holder | $18 | $5,357-99.7% | $3,619-99.5% | $12,312-99.9% |