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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,617 | $108,226-82.8% | $77,513-76.0% | $158,950-88.3% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 51.66% | 31.67%+20.0pp | 54.81%-3.1pp | 302.91%-251.2pp |
| Employer contribution / active EE | $1,202 | $1,325-9.3% | $987+21.8% | $4,762-74.8% |
| Participant deferral / active EE | $6,857 | $2,456+179.2% | $1,861+268.5% | $5,983+14.6% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |