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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,906 | $160,040-66.3% | $147,096-63.4% | $145,877-63.0% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 17.92% | 98.49%-80.6pp | 419.75%-401.8pp | 551.28%-533.4pp |
| Employer contribution / active EE | $3,761 | $5,289-28.9% | $4,936-23.8% | $4,663-19.3% |
| Participant deferral / active EE | $9,998 | $8,429+18.6% | $8,071+23.9% | $6,691+49.4% |
| Admin fee / account holder | $51 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |