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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,629 | $102,382-40.8% | $147,005-58.8% | $80,874-25.0% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 13.00% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $5,631 | $3,715+51.6% | $4,934+14.1% | $2,756+104.4% |
| Participant deferral / active EE | $6,739 | $6,646+1.4% | $8,070-16.5% | $4,297+56.8% |
| Admin fee / account holder | $89 | $7,942-98.9% | $13,006-99.3% | $6,935-98.7% |