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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,649 | $175,231-80.2% | $149,696-76.9% | $139,466-75.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 27.93% | 166.77%-138.8pp | 134.46%-106.5pp | 373.66%-345.7pp |
| Employer contribution / active EE | $6,953 | $5,478+26.9% | $4,821+44.2% | $4,754+46.3% |
| Participant deferral / active EE | $4,061 | $6,521-37.7% | $5,682-28.5% | $6,712-39.5% |
| Admin fee / account holder | $29 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |