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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,876 | $159,978-28.8% | $147,041-22.6% | $145,978-22.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.12% | 98.36%-86.2pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,794 | $5,288-28.3% | $4,935-23.1% | $4,662-18.6% |
| Participant deferral / active EE | $13,034 | $8,429+54.6% | $8,071+61.5% | $6,690+94.8% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |