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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,478 | $102,422+14.7% | $147,117-20.1% | $80,959+45.1% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 14.79% | 135.16%-120.4pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,994 | $3,717-46.4% | $4,932-59.6% | $2,757-27.7% |
| Participant deferral / active EE | $6,151 | $6,652-7.5% | $8,065-23.7% | $4,300+43.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |