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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,036 | $65,434+22.3% | $98,483-18.7% | $85,847-6.8% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.3%+11.8pp |
| Annual return | 13.88% | 21.75%-7.9pp | 1494.38%-1480.5pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,214 | $2,169+2.1% | $2,961-25.2% | $2,565-13.7% |
| Participant deferral / active EE | $4,895 | $3,168+54.5% | $4,276+14.5% | $3,952+23.8% |
| Admin fee / account holder | $259 | $4,595-94.4% | $5,953-95.6% | $6,261-95.9% |