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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,661 | $29,319+59.1% | $52,425-11.0% | $82,448-43.4% |
| Participation rate | 74.7% | 46.9%+27.9pp | 55.6%+19.1pp | 68.1%+6.7pp |
| Annual return | 18.04% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,415 | $586+311.7% | $914+164.1% | $2,551-5.3% |
| Participant deferral / active EE | $4,568 | $1,171+290.0% | $1,790+155.2% | $4,139+10.4% |
| Admin fee / account holder | $5 | $1,962-99.7% | $2,495-99.8% | $7,234-99.9% |