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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,475 | $148,623-86.9% | $135,974-85.7% | $139,466-86.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 31.60% | 79.30%-47.7pp | 68.30%-36.7pp | 373.66%-342.1pp |
| Employer contribution / active EE | $5,059 | $5,246-3.6% | $4,859+4.1% | $4,754+6.4% |
| Participant deferral / active EE | $5,059 | $8,103-37.6% | $7,760-34.8% | $6,712-24.6% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |