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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,660 | $157,296-79.2% | $141,191-76.9% | $152,897-78.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 23.98% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,991 | $5,262-62.2% | $4,736-58.0% | $4,764-58.2% |
| Participant deferral / active EE | $5,659 | $7,111-20.4% | $6,710-15.7% | $5,851-3.3% |
| Admin fee / account holder | $242 | $12,125-98.0% | $10,264-97.6% | $11,599-97.9% |