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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,611 | $171,492-62.3% | $150,734-57.1% | $198,609-67.5% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 15.27% | 804.70%-789.4pp | 600.81%-585.5pp | 202.70%-187.4pp |
| Employer contribution / active EE | $3,971 | $5,470-27.4% | $4,918-19.3% | $5,055-21.5% |
| Participant deferral / active EE | $10,427 | $6,259+66.6% | $5,610+85.9% | $6,977+49.4% |
| Admin fee / account holder | $228 | $17,628-98.7% | $14,905-98.5% | $19,030-98.8% |