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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,403 | $112,112-31.9% | $95,956-20.4% | $158,950-51.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 66.50% | 171.15%-104.6pp | 91.63%-25.1pp | 302.91%-236.4pp |
| Employer contribution / active EE | $5,189 | $3,199+62.2% | $2,541+104.2% | $4,762+9.0% |
| Participant deferral / active EE | $8,871 | $4,784+85.4% | $4,167+112.9% | $5,983+48.3% |
| Admin fee / account holder | $162 | $10,134-98.4% | $6,797-97.6% | $11,248-98.6% |