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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,067 | $135,956-75.7% | $123,894-73.3% | $273,972-87.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 100.33% | 56.63%+43.7pp | 47.52%+52.8pp | 41.46%+58.9pp |
| Employer contribution / active EE | $2,223 | $5,170-57.0% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $5,758 | $6,343-9.2% | $5,984-3.8% | $5,287+8.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |