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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,637 | $108,942-47.1% | $100,415-42.6% | $145,897-60.5% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 21.66% | 58.27%-36.6pp | 49.47%-27.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $2,111 | $4,422-52.3% | $3,943-46.5% | $4,663-54.7% |
| Participant deferral / active EE | $6,823 | $8,461-19.4% | $8,091-15.7% | $6,689+2.0% |
| Admin fee / account holder | $209 | $9,702-97.8% | $7,906-97.4% | $13,390-98.4% |