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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,306 | $160,040-84.2% | $147,096-82.8% | $145,877-82.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 15.54% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,463 | $5,289-34.5% | $4,936-29.8% | $4,663-25.7% |
| Participant deferral / active EE | $9,728 | $8,429+15.4% | $8,071+20.5% | $6,691+45.4% |
| Admin fee / account holder | $278 | $15,050-98.2% | $13,005-97.9% | $13,402-97.9% |