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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,680 | $69,708+24.3% | $67,560+28.3% | $74,478+16.4% |
| Participation rate | 95.2% | 71.4%+23.8pp | 72.9%+22.3pp | 67.2%+28.0pp |
| Annual return | 14.46% | -40.67%+55.1pp | 3533.50%-3519.0pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,207 | $2,715-18.7% | $2,737-19.4% | $2,626-16.0% |
| Participant deferral / active EE | $3,442 | $3,637-5.4% | $4,004-14.0% | $4,350-20.9% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |