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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,928 | $103,008+23.2% | $90,304+40.6% | $152,897-17.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 16.22% | 95.22%-79.0pp | 78.13%-61.9pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,040 | $3,139-35.0% | $2,855-28.6% | $4,764-57.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $224 | $6,175-96.4% | $5,354-95.8% | $11,599-98.1% |