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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,490 | $198,457-76.6% | $170,435-72.7% | $147,586-68.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 21.42% | 257.30%-235.9pp | 205.94%-184.5pp | 578.59%-557.2pp |
| Employer contribution / active EE | $3,018 | $6,183-51.2% | $5,432-44.5% | $4,876-38.1% |
| Participant deferral / active EE | $7,987 | $5,629+41.9% | $4,939+61.7% | $5,439+46.8% |
| Admin fee / account holder | $165 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |