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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,423 | $67,823-52.2% | $52,425-38.2% | $137,256-76.4% |
| Participation rate | 90.9% | 63.9%+27.0pp | 55.6%+35.3pp | 80.0%+10.9pp |
| Annual return | 11.49% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,527 | $1,163+31.3% | $914+67.0% | $4,156-63.3% |
| Participant deferral / active EE | $4,886 | $2,288+113.6% | $1,790+172.9% | $6,407-23.7% |
| Admin fee / account holder | $253 | $2,844-91.1% | $2,495-89.9% | $12,270-97.9% |