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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,690 | $132,634-36.9% | $115,768-27.7% | $137,256-39.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 222.79% | 160.70%+62.1pp | 100.46%+122.3pp | 220.34%+2.4pp |
| Employer contribution / active EE | $2,220 | $3,360-33.9% | $2,940-24.5% | $4,156-46.6% |
| Participant deferral / active EE | $5,770 | $5,619+2.7% | $4,917+17.3% | $6,407-9.9% |
| Admin fee / account holder | $267 | $15,028-98.2% | $12,439-97.9% | $12,270-97.8% |