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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,950 | $111,814-34.8% | $93,654-22.1% | $145,959-50.0% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 13.29% | 203.30%-190.0pp | 133.34%-120.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,962 | $3,092-4.2% | $2,421+22.3% | $4,661-36.5% |
| Participant deferral / active EE | $6,413 | $4,914+30.5% | $4,413+45.3% | $6,689-4.1% |
| Admin fee / account holder | $8 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |