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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,942 | $217,427-73.4% | $185,837-68.8% | $167,518-65.4% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.6pp | 82.1%+0.2pp |
| Annual return | 18.63% | 148.39%-129.8pp | 122.08%-103.4pp | 478.71%-460.1pp |
| Employer contribution / active EE | $1,867 | $5,874-68.2% | $5,168-63.9% | $4,838-61.4% |
| Participant deferral / active EE | $4,001 | $6,357-37.1% | $5,568-28.1% | $6,342-36.9% |
| Admin fee / account holder | $144 | $19,816-99.3% | $16,241-99.1% | $12,312-98.8% |