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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,603 | $175,257-76.3% | $149,717-72.2% | $139,456-70.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.86% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,363 | $5,477-56.8% | $4,820-51.0% | $4,753-50.3% |
| Participant deferral / active EE | $4,962 | $6,521-23.9% | $5,682-12.7% | $6,711-26.1% |
| Admin fee / account holder | $224 | $16,156-98.6% | $13,213-98.3% | $11,407-98.0% |