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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,085 | $160,040-46.2% | $147,096-41.5% | $145,877-41.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.62% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,247 | $5,289-57.5% | $4,936-54.5% | $4,663-51.8% |
| Participant deferral / active EE | $4,403 | $8,429-47.8% | $8,071-45.5% | $6,691-34.2% |
| Admin fee / account holder | $256 | $15,050-98.3% | $13,005-98.0% | $13,402-98.1% |