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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,946 | $175,231-61.2% | $149,696-54.6% | $139,466-51.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.64% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,555 | $5,478-53.4% | $4,821-47.0% | $4,754-46.3% |
| Participant deferral / active EE | $4,830 | $6,521-25.9% | $5,682-15.0% | $6,712-28.0% |
| Admin fee / account holder | $16 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |