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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,617 | $165,399-51.3% | $149,745-46.2% | $158,982-49.3% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 18.22% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,010 | $5,105-41.0% | $4,646-35.2% | $4,763-36.8% |
| Participant deferral / active EE | $6,392 | $7,183-11.0% | $6,843-6.6% | $5,983+6.8% |
| Admin fee / account holder | $249 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |