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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,783 | $72,071-44.8% | $68,368-41.8% | $137,256-71.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 20.02% | 353.14%-333.1pp | 292.57%-272.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,010 | $2,788-27.9% | $2,649-24.1% | $4,156-51.6% |
| Participant deferral / active EE | $5,114 | $4,410+16.0% | $4,123+24.1% | $6,407-20.2% |
| Admin fee / account holder | $169 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |