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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,797 | $165,361-75.9% | $149,715-73.4% | $158,950-75.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.07% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.8pp |
| Employer contribution / active EE | $2,314 | $5,103-54.7% | $4,645-50.2% | $4,762-51.4% |
| Participant deferral / active EE | $6,390 | $7,182-11.0% | $6,842-6.6% | $5,983+6.8% |
| Admin fee / account holder | $38 | $10,808-99.6% | $9,310-99.6% | $11,248-99.7% |