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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,043 | $111,785-32.9% | $93,669-19.9% | $145,877-48.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.90% | 203.79%-188.9pp | 133.59%-118.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,502 | $3,096+13.1% | $2,424+44.5% | $4,663-24.9% |
| Participant deferral / active EE | $8,421 | $4,919+71.2% | $4,416+90.7% | $6,691+25.9% |
| Admin fee / account holder | $12 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |