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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,306 | $159,934-76.7% | $147,005-74.6% | $145,959-74.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 27.92% | 98.24%-70.3pp | 418.76%-390.8pp | 561.95%-534.0pp |
| Employer contribution / active EE | $2,436 | $5,287-53.9% | $4,934-50.6% | $4,661-47.7% |
| Participant deferral / active EE | $5,317 | $8,427-36.9% | $8,070-34.1% | $6,689-20.5% |
| Admin fee / account holder | $81 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |