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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,695 | $101,653-2.9% | $147,080-32.9% | $74,459+32.5% |
| Participation rate | 99.2% | 75.6%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 13.56% | 8754.98%-8741.4pp | 420.17%-406.6pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $3,440 | $3,813-9.8% | $4,933-30.3% | $2,626+31.0% |
| Participant deferral / active EE | $4,545 | $7,304-37.8% | $8,066-43.6% | $4,350+4.5% |
| Admin fee / account holder | $30 | $1,752-98.3% | $12,989-99.8% | $1,945-98.5% |