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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,744 | $196,972-59.0% | $182,262-55.7% | $198,609-59.3% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 17.53% | 158.27%-140.7pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,249 | $5,364-39.4% | $5,046-35.6% | $5,055-35.7% |
| Participant deferral / active EE | $9,144 | $8,643+5.8% | $8,276+10.5% | $6,977+31.1% |
| Admin fee / account holder | $10 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |