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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,783 | $70,366-43.5% | $66,674-40.3% | $138,895-71.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 20.02% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,010 | $2,765-27.3% | $2,620-23.3% | $4,194-52.1% |
| Participant deferral / active EE | $5,114 | $4,374+16.9% | $4,084+25.2% | $6,396-20.0% |
| Admin fee / account holder | $169 | $5,262-96.8% | $5,098-96.7% | $12,562-98.7% |