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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,258 | $82,630-24.7% | $64,105-2.9% | $125,388-50.3% |
| Participation rate | 94.4% | 75.9%+18.6pp | 68.2%+26.3pp | 83.2%+11.3pp |
| Annual return | 0.63% | 1489.72%-1489.1pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $8,027 | $2,671+200.5% | $1,820+341.1% | $4,866+65.0% |
| Participant deferral / active EE | $4,459 | $3,608+23.6% | $2,822+58.0% | $5,352-16.7% |
| Admin fee / account holder | $296 | $6,382-95.4% | $4,499-93.4% | $9,541-96.9% |