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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,465 | $104,937-65.3% | $84,628-56.9% | $152,897-76.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 31.19% | 373.88%-342.7pp | 258.80%-227.6pp | 345.43%-314.2pp |
| Employer contribution / active EE | $2,296 | $3,303-30.5% | $2,653-13.5% | $4,764-51.8% |
| Participant deferral / active EE | $12,667 | $4,690+170.1% | $3,900+224.8% | $5,851+116.5% |
| Admin fee / account holder | $179 | $6,243-97.1% | $4,914-96.4% | $11,599-98.5% |