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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,799 | $65,423-52.9% | $98,477-68.7% | $85,856-64.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 12.11% | 21.76%-9.6pp | 1493.59%-1481.5pp | 318.58%-306.5pp |
| Employer contribution / active EE | $4,860 | $2,168+124.1% | $2,961+64.1% | $2,565+89.5% |
| Participant deferral / active EE | $1,771 | $3,167-44.1% | $4,276-58.6% | $3,952-55.2% |
| Admin fee / account holder | $127 | $4,594-97.2% | $5,951-97.9% | $6,261-98.0% |