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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,190 | $176,120-74.9% | $159,487-72.3% | $167,553-73.6% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 27.58% | 331.95%-304.4pp | 263.71%-236.1pp | 478.89%-451.3pp |
| Employer contribution / active EE | $2,183 | $5,299-58.8% | $4,831-54.8% | $4,840-54.9% |
| Participant deferral / active EE | $5,335 | $7,752-31.2% | $7,354-27.5% | $6,343-15.9% |
| Admin fee / account holder | $193 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |