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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,586 | $107,363-36.1% | $92,909-26.2% | $152,897-55.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 22.63% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,054 | $4,222-27.7% | $3,653-16.4% | $4,764-35.9% |
| Participant deferral / active EE | $4,801 | $4,848-1.0% | $4,238+13.3% | $5,851-18.0% |
| Admin fee / account holder | $24 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |