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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,428 | $160,028-89.1% | $147,080-88.2% | $145,884-88.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 34.20% | 98.60%-64.4pp | 420.17%-386.0pp | 551.85%-517.6pp |
| Employer contribution / active EE | $2,545 | $5,286-51.8% | $4,933-48.4% | $4,662-45.4% |
| Participant deferral / active EE | $9,677 | $8,422+14.9% | $8,066+20.0% | $6,690+44.7% |
| Admin fee / account holder | $37 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |