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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,111 | $165,361-77.0% | $149,715-74.5% | $158,950-76.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 19.49% | 348.24%-328.7pp | 276.66%-257.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $1,624 | $5,103-68.2% | $4,645-65.0% | $4,762-65.9% |
| Participant deferral / active EE | $6,093 | $7,182-15.2% | $6,842-10.9% | $5,983+1.8% |
| Admin fee / account holder | $57 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |