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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,549 | $106,905+8.1% | $84,020+37.5% | $152,885-24.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 24.95% | 105.00%-80.1pp | 71.31%-46.4pp | 345.39%-320.4pp |
| Employer contribution / active EE | $2,133 | $2,735-22.0% | $1,984+7.5% | $4,763-55.2% |
| Participant deferral / active EE | $4,316 | $4,012+7.6% | $3,239+33.3% | $5,851-26.2% |
| Admin fee / account holder | $20 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |