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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,532 | $171,492-60.6% | $150,734-55.2% | $198,609-66.0% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 20.81% | 804.70%-783.9pp | 600.81%-580.0pp | 202.70%-181.9pp |
| Employer contribution / active EE | $1,525 | $5,470-72.1% | $4,918-69.0% | $5,055-69.8% |
| Participant deferral / active EE | $7,818 | $6,259+24.9% | $5,610+39.4% | $6,977+12.1% |
| Admin fee / account holder | $13 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |