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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,144 | $160,070-71.8% | $147,117-69.3% | $145,897-69.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.02% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $5,712 | $5,285+8.1% | $4,932+15.8% | $4,663+22.5% |
| Participant deferral / active EE | $6,891 | $8,419-18.1% | $8,065-14.5% | $6,689+3.0% |
| Admin fee / account holder | $243 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |