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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,529 | $111,878-41.4% | $93,727-30.1% | $145,897-55.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 17.74% | 204.28%-186.5pp | 133.83%-116.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,678 | $3,092-45.7% | $2,421-30.7% | $4,663-64.0% |
| Participant deferral / active EE | $7,488 | $4,920+52.2% | $4,417+69.5% | $6,689+11.9% |
| Admin fee / account holder | $239 | $10,256-97.7% | $8,292-97.1% | $13,390-98.2% |