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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,611 | $129,737-50.2% | $119,126-45.8% | $154,746-58.2% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 15.27% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,971 | $4,375-9.2% | $4,034-1.6% | $4,379-9.3% |
| Participant deferral / active EE | $10,427 | $5,842+78.5% | $5,318+96.1% | $6,730+54.9% |
| Admin fee / account holder | $228 | $11,961-98.1% | $10,693-97.9% | $14,365-98.4% |