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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,191 | $183,592-80.8% | $155,574-77.4% | $145,877-75.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.07% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,183 | $5,317-40.1% | $4,676-31.9% | $4,663-31.7% |
| Participant deferral / active EE | $7,955 | $6,466+23.0% | $5,629+41.3% | $6,691+18.9% |
| Admin fee / account holder | $147 | $19,316-99.2% | $15,914-99.1% | $13,402-98.9% |