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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,961 | $107,363-69.3% | $92,909-64.5% | $152,897-78.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 28.74% | 145.63%-116.9pp | 109.44%-80.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,824 | $4,222-33.1% | $3,653-22.7% | $4,764-40.7% |
| Participant deferral / active EE | $4,230 | $4,848-12.7% | $4,238-0.2% | $5,851-27.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |