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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,553 | $60,139-60.8% | $90,461-74.0% | $79,856-70.5% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.6pp |
| Annual return | 16.12% | 71.96%-55.8pp | 1294.76%-1278.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,532 | $2,069+22.4% | $3,264-22.4% | $2,471+2.5% |
| Participant deferral / active EE | $4,020 | $2,939+36.8% | $3,964+1.4% | $3,741+7.5% |
| Admin fee / account holder | $260 | $3,978-93.5% | $5,617-95.4% | $5,306-95.1% |