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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,380 | $159,978-79.8% | $147,041-78.0% | $145,978-77.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.51% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $5,747 | $5,288+8.7% | $4,935+16.4% | $4,662+23.3% |
| Participant deferral / active EE | $4,642 | $8,429-44.9% | $8,071-42.5% | $6,690-30.6% |
| Admin fee / account holder | $41 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |