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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,709 | $112,121-29.8% | $95,960-18.0% | $158,966-50.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.67% | 171.16%-151.5pp | 91.63%-72.0pp | 302.95%-283.3pp |
| Employer contribution / active EE | $2,795 | $3,199-12.6% | $2,541+10.0% | $4,762-41.3% |
| Participant deferral / active EE | $7,872 | $4,784+64.5% | $4,167+88.9% | $5,983+31.6% |
| Admin fee / account holder | $153 | $10,135-98.5% | $6,797-97.7% | $11,250-98.6% |