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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,981 | $106,894-15.8% | $84,016+7.1% | $152,870-41.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 23.27% | 104.99%-81.7pp | 71.31%-48.0pp | 345.34%-322.1pp |
| Employer contribution / active EE | $4,852 | $2,734+77.5% | $1,983+144.6% | $4,763+1.9% |
| Participant deferral / active EE | $8,543 | $4,011+113.0% | $3,239+163.8% | $5,850+46.0% |
| Admin fee / account holder | $40 | $8,286-99.5% | $6,101-99.3% | $11,597-99.7% |