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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,392 | $175,231-15.3% | $149,696-0.9% | $139,466+6.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 16.76% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,332 | $5,478-75.7% | $4,821-72.4% | $4,754-72.0% |
| Participant deferral / active EE | $4,909 | $6,521-24.7% | $5,682-13.6% | $6,712-26.9% |
| Admin fee / account holder | $63 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |