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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,043 | $111,878-32.9% | $93,727-19.9% | $145,897-48.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.90% | 204.28%-189.4pp | 133.83%-118.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,502 | $3,092+13.2% | $2,421+44.6% | $4,663-24.9% |
| Participant deferral / active EE | $8,421 | $4,920+71.1% | $4,417+90.6% | $6,689+25.9% |
| Admin fee / account holder | $12 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |