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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,763 | $160,040-83.9% | $147,096-82.5% | $145,877-82.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.32% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,158 | $5,289-40.3% | $4,936-36.0% | $4,663-32.3% |
| Participant deferral / active EE | $3,668 | $8,429-56.5% | $8,071-54.6% | $6,691-45.2% |
| Admin fee / account holder | $231 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |