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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,020 | $159,978-43.1% | $147,041-38.1% | $145,978-37.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 10.99% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $3,007 | $5,288-43.1% | $4,935-39.1% | $4,662-35.5% |
| Participant deferral / active EE | $4,844 | $8,429-42.5% | $8,071-40.0% | $6,690-27.6% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,400-99.6% |