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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,264 | $107,363-46.7% | $92,909-38.4% | $152,897-62.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.77% | 145.63%-125.9pp | 109.44%-89.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $5,379 | $4,222+27.4% | $3,653+47.2% | $4,764+12.9% |
| Participant deferral / active EE | $5,064 | $4,848+4.5% | $4,238+19.5% | $5,851-13.4% |
| Admin fee / account holder | $98 | $7,082-98.6% | $5,795-98.3% | $11,599-99.2% |