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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,358 | $165,361-69.5% | $149,715-66.4% | $158,950-68.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 29.97% | 348.24%-318.3pp | 276.66%-246.7pp | 302.91%-272.9pp |
| Employer contribution / active EE | $1,488 | $5,103-70.8% | $4,645-68.0% | $4,762-68.7% |
| Participant deferral / active EE | $4,850 | $7,182-32.5% | $6,842-29.1% | $5,983-18.9% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |