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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,914 | $102,595-31.9% | $94,057-25.7% | $154,746-54.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 15.75% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,405 | $3,147-23.6% | $2,933-18.0% | $4,379-45.1% |
| Participant deferral / active EE | $5,591 | $5,118+9.2% | $4,709+18.7% | $6,730-16.9% |
| Admin fee / account holder | $4 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |