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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,218 | $183,592-80.3% | $155,567-76.7% | $145,959-75.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.25% | 61.24%-42.0pp | 64.74%-45.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $1,303 | $5,315-75.5% | $4,674-72.1% | $4,661-72.0% |
| Participant deferral / active EE | $2,005 | $6,464-69.0% | $5,628-64.4% | $6,689-70.0% |
| Admin fee / account holder | $48 | $19,318-99.8% | $15,916-99.7% | $13,398-99.6% |