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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,629 | $217,432-60.2% | $185,849-53.4% | $167,536-48.3% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 27.92% | 148.42%-120.5pp | 122.10%-94.2pp | 478.82%-450.9pp |
| Employer contribution / active EE | $1,446 | $5,875-75.4% | $5,169-72.0% | $4,839-70.1% |
| Participant deferral / active EE | $5,931 | $6,357-6.7% | $5,569+6.5% | $6,342-6.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |