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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,827 | $107,368-44.3% | $92,915-35.6% | $152,909-60.9% |
| Participation rate | 94.7% | 79.8%+14.9pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 26.83% | 145.64%-118.8pp | 109.45%-82.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $2,969 | $4,222-29.7% | $3,653-18.7% | $4,764-37.7% |
| Participant deferral / active EE | $3,739 | $4,848-22.9% | $4,238-11.8% | $5,851-36.1% |
| Admin fee / account holder | $146 | $7,082-97.9% | $5,796-97.5% | $11,601-98.7% |