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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,831 | $166,131-61.6% | $164,975-61.3% | $145,877-56.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 11.67% | 100.37%-88.7pp | 70.12%-58.5pp | 551.28%-539.6pp |
| Employer contribution / active EE | $6,550 | $5,276+24.2% | $4,343+50.8% | $4,663+40.5% |
| Participant deferral / active EE | $3,478 | $6,962-50.0% | $6,033-42.4% | $6,691-48.0% |
| Admin fee / account holder | $85 | $16,648-99.5% | $12,688-99.3% | $13,402-99.4% |