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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,957 | $148,623-64.4% | $135,974-61.1% | $139,466-62.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 29.10% | 79.30%-50.2pp | 68.30%-39.2pp | 373.66%-344.6pp |
| Employer contribution / active EE | $10,770 | $5,246+105.3% | $4,859+121.7% | $4,754+126.5% |
| Participant deferral / active EE | $22,874 | $8,103+182.3% | $7,760+194.8% | $6,712+240.8% |
| Admin fee / account holder | $172 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |