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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,094 | $135,645-70.4% | $110,243-63.6% | $135,380-70.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 12.60% | 513.24%-500.6pp | 314.76%-302.2pp | 519.81%-507.2pp |
| Employer contribution / active EE | $2,472 | $4,907-49.6% | $3,827-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $6,673 | $5,507+21.2% | $4,672+42.8% | $5,609+19.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |