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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,696 | $159,934-43.3% | $147,005-38.3% | $145,959-37.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.16% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,329 | $5,287-55.9% | $4,934-52.8% | $4,661-50.0% |
| Participant deferral / active EE | $6,732 | $8,427-20.1% | $8,070-16.6% | $6,689+0.6% |
| Admin fee / account holder | $124 | $15,053-99.2% | $13,006-99.0% | $13,398-99.1% |