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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,001 | $112,131-50.1% | $95,964-41.6% | $158,982-64.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 10.55% | 171.19%-160.6pp | 91.64%-81.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $907 | $3,199-71.7% | $2,541-64.3% | $4,763-81.0% |
| Participant deferral / active EE | $2,562 | $4,784-46.5% | $4,167-38.5% | $5,983-57.2% |
| Admin fee / account holder | $144 | $10,136-98.6% | $6,797-97.9% | $11,252-98.7% |