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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,406 | $196,972-68.8% | $182,262-66.3% | $198,609-69.1% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 20.77% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,000 | $5,364-62.7% | $5,046-60.4% | $5,055-60.4% |
| Participant deferral / active EE | $6,294 | $8,643-27.2% | $8,276-24.0% | $6,977-9.8% |
| Admin fee / account holder | $88 | $18,429-99.5% | $16,712-99.5% | $19,030-99.5% |