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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,951 | $202,460-53.6% | $169,385-44.5% | $139,456-32.6% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 11.34% | 532.07%-520.7pp | 405.82%-394.5pp | 373.45%-362.1pp |
| Employer contribution / active EE | $2,147 | $4,691-54.2% | $4,012-46.5% | $4,753-54.8% |
| Participant deferral / active EE | $5,443 | $6,938-21.5% | $6,221-12.5% | $6,711-18.9% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |