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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,439 | $106,008-27.9% | $92,240-17.1% | $147,586-48.2% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.25% | 50.05%-34.8pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,788 | $4,333-58.7% | $3,680-51.4% | $4,876-63.3% |
| Participant deferral / active EE | $4,167 | $4,478-7.0% | $3,897+6.9% | $5,439-23.4% |
| Admin fee / account holder | $156 | $6,333-97.5% | $5,194-97.0% | $10,886-98.6% |