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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,242 | $165,381-50.9% | $149,730-45.7% | $158,966-48.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.78% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.2pp |
| Employer contribution / active EE | $3,977 | $5,104-22.1% | $4,645-14.4% | $4,762-16.5% |
| Participant deferral / active EE | $9,071 | $7,182+26.3% | $6,843+32.6% | $5,983+51.6% |
| Admin fee / account holder | $185 | $10,809-98.3% | $9,310-98.0% | $11,250-98.4% |