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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,726 | $112,933-63.9% | $90,970-55.2% | $158,982-74.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.7pp |
| Annual return | 17.66% | 215.82%-198.2pp | 134.60%-116.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $5,216 | $2,893+80.3% | $2,122+145.8% | $4,763+9.5% |
| Participant deferral / active EE | $4,434 | $4,128+7.4% | $3,373+31.5% | $5,983-25.9% |
| Admin fee / account holder | $213 | $8,047-97.3% | $5,961-96.4% | $11,252-98.1% |