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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,994 | $107,341-22.7% | $92,897-10.7% | $152,870-45.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.05% | 145.59%-124.5pp | 109.42%-88.4pp | 345.34%-324.3pp |
| Employer contribution / active EE | $2,218 | $4,221-47.5% | $3,653-39.3% | $4,763-53.4% |
| Participant deferral / active EE | $5,586 | $4,847+15.2% | $4,238+31.8% | $5,850-4.5% |
| Admin fee / account holder | $92 | $7,080-98.7% | $5,794-98.4% | $11,597-99.2% |