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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,934 | $209,425-49.9% | $178,499-41.2% | $158,966-34.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.79% | 188.80%-167.0pp | 151.10%-129.3pp | 302.95%-281.2pp |
| Employer contribution / active EE | $2,888 | $5,707-49.4% | $5,011-42.4% | $4,762-39.4% |
| Participant deferral / active EE | $8,377 | $5,955+40.7% | $5,202+61.0% | $5,983+40.0% |
| Admin fee / account holder | $22 | $17,078-99.9% | $13,986-99.8% | $11,250-99.8% |