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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,329 | $160,028-64.8% | $147,080-61.7% | $145,884-61.4% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 16.90% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,817 | $5,286-46.7% | $4,933-42.9% | $4,662-39.6% |
| Participant deferral / active EE | $5,251 | $8,422-37.7% | $8,066-34.9% | $6,690-21.5% |
| Admin fee / account holder | $184 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |