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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,798 | $107,363-67.6% | $92,909-62.5% | $152,897-77.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 31.81% | 145.63%-113.8pp | 109.44%-77.6pp | 345.43%-313.6pp |
| Employer contribution / active EE | $11,596 | $4,222+174.7% | $3,653+217.4% | $4,764+143.4% |
| Participant deferral / active EE | $5,613 | $4,848+15.8% | $4,238+32.4% | $5,851-4.1% |
| Admin fee / account holder | $149 | $7,082-97.9% | $5,795-97.4% | $11,599-98.7% |