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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,455 | $183,592-88.3% | $155,567-86.2% | $145,959-85.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.20% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,585 | $5,315-51.4% | $4,674-44.7% | $4,661-44.5% |
| Participant deferral / active EE | $5,556 | $6,464-14.1% | $5,628-1.3% | $6,689-16.9% |
| Admin fee / account holder | $130 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |