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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,985 | $102,382-17.0% | $147,005-42.2% | $80,874+5.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 12.03% | 134.89%-122.9pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,585 | $3,715-30.4% | $4,934-47.6% | $2,756-6.2% |
| Participant deferral / active EE | $6,049 | $6,646-9.0% | $8,070-25.0% | $4,297+40.8% |
| Admin fee / account holder | $239 | $7,942-97.0% | $13,006-98.2% | $6,935-96.5% |