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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,523 | $111,878-69.1% | $93,727-63.2% | $145,897-76.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.40% | 204.28%-187.9pp | 133.83%-117.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $8,607 | $3,092+178.4% | $2,421+255.5% | $4,663+84.6% |
| Participant deferral / active EE | $5,775 | $4,920+17.4% | $4,417+30.7% | $6,689-13.7% |
| Admin fee / account holder | $187 | $10,256-98.2% | $8,292-97.7% | $13,390-98.6% |