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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,816 | $183,516-60.3% | $155,534-53.2% | $145,884-50.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.11% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,260 | $5,315-57.5% | $4,675-51.7% | $4,662-51.5% |
| Participant deferral / active EE | $5,090 | $6,467-21.3% | $5,630-9.6% | $6,690-23.9% |
| Admin fee / account holder | $5 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |