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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,329 | $209,422-75.0% | $178,503-70.7% | $158,982-67.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 27.00% | 188.81%-161.8pp | 151.12%-124.1pp | 302.99%-276.0pp |
| Employer contribution / active EE | $2,302 | $5,707-59.7% | $5,011-54.1% | $4,763-51.7% |
| Participant deferral / active EE | $4,734 | $5,955-20.5% | $5,202-9.0% | $5,983-20.9% |
| Admin fee / account holder | $76 | $17,079-99.6% | $13,987-99.5% | $11,252-99.3% |