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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,473 | $106,923-28.5% | $84,023-9.0% | $152,909-50.0% |
| Participation rate | 71.4% | 75.3%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 23.75% | 105.02%-81.3pp | 71.32%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,613 | $2,735-41.0% | $1,984-18.7% | $4,764-66.1% |
| Participant deferral / active EE | $5,106 | $4,013+27.2% | $3,239+57.6% | $5,851-12.7% |
| Admin fee / account holder | $196 | $8,289-97.6% | $6,102-96.8% | $11,601-98.3% |