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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,190 | $176,077-74.9% | $159,455-72.3% | $167,518-73.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 27.58% | 331.83%-304.3pp | 263.63%-236.0pp | 478.71%-451.1pp |
| Employer contribution / active EE | $2,183 | $5,298-58.8% | $4,830-54.8% | $4,838-54.9% |
| Participant deferral / active EE | $5,335 | $7,751-31.2% | $7,353-27.4% | $6,342-15.9% |
| Admin fee / account holder | $193 | $12,556-98.5% | $10,800-98.2% | $12,312-98.4% |