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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,367 | $157,304-40.0% | $141,197-33.2% | $152,909-38.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 22.67% | 64.34%-41.7pp | 71.41%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,948 | $7,111+110.2% | $6,710+122.8% | $5,851+155.5% |
| Admin fee / account holder | $60 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |