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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,007 | $166,020-46.4% | $164,866-46.0% | $145,959-39.0% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.23% | 100.08%-87.8pp | 69.97%-57.7pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,416 | $5,275-54.2% | $4,343-44.4% | $4,661-48.2% |
| Participant deferral / active EE | $6,420 | $6,961-7.8% | $6,033+6.4% | $6,689-4.0% |
| Admin fee / account holder | $292 | $16,644-98.2% | $12,689-97.7% | $13,398-97.8% |