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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,587 | $209,425-73.9% | $178,499-69.4% | $158,966-65.7% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 19.77% | 188.80%-169.0pp | 151.10%-131.3pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,400 | $5,707-75.5% | $5,011-72.1% | $4,762-70.6% |
| Participant deferral / active EE | $2,806 | $5,955-52.9% | $5,202-46.1% | $5,983-53.1% |
| Admin fee / account holder | $199 | $17,078-98.8% | $13,986-98.6% | $11,250-98.2% |