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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,536 | $118,708-51.5% | $98,920-41.8% | $158,982-63.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 16.42% | 372.49%-356.1pp | 196.47%-180.0pp | 302.99%-286.6pp |
| Employer contribution / active EE | $5,903 | $3,334+77.1% | $2,689+119.5% | $4,763+23.9% |
| Participant deferral / active EE | $6,404 | $5,089+25.8% | $4,245+50.9% | $5,983+7.0% |
| Admin fee / account holder | $171 | $10,134-98.3% | $6,643-97.4% | $11,252-98.5% |