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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,930 | $157,276-79.1% | $141,177-76.7% | $152,885-78.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 29.19% | 64.33%-35.1pp | 71.40%-42.2pp | 345.39%-316.2pp |
| Employer contribution / active EE | $5,248 | $5,262-0.3% | $4,736+10.8% | $4,763+10.2% |
| Participant deferral / active EE | $7,531 | $7,110+5.9% | $6,710+12.2% | $5,851+28.7% |
| Admin fee / account holder | $27 | $12,123-99.8% | $10,263-99.7% | $11,598-99.8% |