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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,453 | $97,729-16.7% | $83,830-2.8% | $135,379-39.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 22.27% | 1287.52%-1265.3pp | 850.97%-828.7pp | 519.79%-497.5pp |
| Employer contribution / active EE | $1,672 | $4,222-60.4% | $3,631-53.9% | $4,779-65.0% |
| Participant deferral / active EE | $4,819 | $4,683+2.9% | $4,082+18.1% | $5,609-14.1% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,479-99.5% | $10,828-99.8% |