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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,171 | $90,397-86.5% | $76,002-84.0% | $145,959-91.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 17.45% | 621.97%-604.5pp | 360.07%-342.6pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,566 | $3,317-52.8% | $2,688-41.7% | $4,661-66.4% |
| Participant deferral / active EE | $3,487 | $5,163-32.5% | $4,257-18.1% | $6,689-47.9% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |