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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,741 | $159,934-67.6% | $147,005-64.8% | $145,959-64.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 25.89% | 98.24%-72.4pp | 418.76%-392.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $1,571 | $5,287-70.3% | $4,934-68.2% | $4,661-66.3% |
| Participant deferral / active EE | $5,521 | $8,427-34.5% | $8,070-31.6% | $6,689-17.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |