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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,066 | $110,039-46.3% | $97,260-39.3% | $145,884-59.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.42% | 244.44%-233.0pp | 75.54%-64.1pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,510 | $3,074-18.4% | $2,721-7.8% | $4,662-46.2% |
| Participant deferral / active EE | $5,521 | $4,674+18.1% | $4,262+29.6% | $6,690-17.5% |
| Admin fee / account holder | $286 | $6,204-95.4% | $5,640-94.9% | $13,392-97.9% |