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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,372 | $124,330-45.0% | $109,173-37.4% | $167,536-59.2% |
| Participation rate | 91.7% | 79.5%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 45.42% | 26.04%+19.4pp | 25.75%+19.7pp | 478.82%-433.4pp |
| Employer contribution / active EE | $2,513 | $4,209-40.3% | $3,723-32.5% | $4,839-48.1% |
| Participant deferral / active EE | $2,342 | $5,256-55.4% | $4,654-49.7% | $6,342-63.1% |
| Admin fee / account holder | $107 | $7,974-98.7% | $6,755-98.4% | $12,315-99.1% |