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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,386 | $107,353-76.4% | $92,903-72.7% | $152,885-83.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.5%+8.9pp |
| Annual return | 120.09% | 145.62%-25.5pp | 109.43%+10.7pp | 345.39%-225.3pp |
| Employer contribution / active EE | $7,318 | $4,222+73.3% | $3,653+100.3% | $4,763+53.6% |
| Participant deferral / active EE | $4,110 | $4,848-15.2% | $4,238-3.0% | $5,851-29.7% |
| Admin fee / account holder | $111 | $7,081-98.4% | $5,795-98.1% | $11,598-99.0% |