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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,146 | $107,363-74.7% | $92,909-70.8% | $152,897-82.2% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 57.41% | 145.63%-88.2pp | 109.44%-52.0pp | 345.43%-288.0pp |
| Employer contribution / active EE | $2,149 | $4,222-49.1% | $3,653-41.2% | $4,764-54.9% |
| Participant deferral / active EE | $5,187 | $4,848+7.0% | $4,238+22.4% | $5,851-11.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |