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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,886 | $183,592-75.6% | $155,567-71.1% | $145,959-69.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.87% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $8,120 | $5,315+52.8% | $4,674+73.7% | $4,661+74.2% |
| Participant deferral / active EE | $7,621 | $6,464+17.9% | $5,628+35.4% | $6,689+13.9% |
| Admin fee / account holder | $231 | $19,318-98.8% | $15,916-98.5% | $13,398-98.3% |