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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,552 | $63,346-4.4% | $92,240-34.4% | $70,126-13.7% |
| Participation rate | 80.5% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 16.10% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,588 | $2,471+4.7% | $3,680-29.7% | $2,343+10.5% |
| Participant deferral / active EE | $3,591 | $2,854+25.8% | $3,897-7.9% | $3,332+7.8% |
| Admin fee / account holder | $219 | $3,841-94.3% | $5,194-95.8% | $4,645-95.3% |