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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,119 | $152,619-80.9% | $125,195-76.7% | $152,909-81.0% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 18.41% | 54.85%-36.4pp | 43.79%-25.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $6,851 | $4,947+38.5% | $3,866+77.2% | $4,764+43.8% |
| Participant deferral / active EE | $2,193 | $5,869-62.6% | $4,937-55.6% | $5,851-62.5% |
| Admin fee / account holder | $163 | $13,437-98.8% | $9,704-98.3% | $11,601-98.6% |