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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,638 | $49,897+3.5% | $80,648-36.0% | $75,177-31.3% |
| Participation rate | 70.4% | 55.3%+15.0pp | 67.0%+3.4pp | 67.2%+3.2pp |
| Annual return | 19.58% | 34.68%-15.1pp | 937.21%-917.6pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,730 | $1,699+60.7% | $2,724+0.2% | $2,671+2.2% |
| Participant deferral / active EE | $4,684 | $2,992+56.6% | $4,443+5.4% | $4,126+13.5% |
| Admin fee / account holder | $294 | $3,579-91.8% | $5,382-94.5% | $5,651-94.8% |