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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,955 | $70,366-80.2% | $66,674-79.1% | $138,895-90.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 17.30% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,819 | $2,765-34.2% | $2,620-30.6% | $4,194-56.6% |
| Participant deferral / active EE | $3,164 | $4,374-27.7% | $4,084-22.5% | $6,396-50.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |