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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,562 | $160,070-76.5% | $147,117-74.5% | $145,897-74.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.37% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $3,140 | $5,285-40.6% | $4,932-36.3% | $4,663-32.7% |
| Participant deferral / active EE | $10,438 | $8,419+24.0% | $8,065+29.4% | $6,689+56.0% |
| Admin fee / account holder | $144 | $15,035-99.0% | $12,993-98.9% | $13,390-98.9% |