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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,325 | $165,361-82.9% | $149,715-81.1% | $158,950-82.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.03% | 348.24%-324.2pp | 276.66%-252.6pp | 302.91%-278.9pp |
| Employer contribution / active EE | $3,126 | $5,103-38.7% | $4,645-32.7% | $4,762-34.3% |
| Participant deferral / active EE | $4,377 | $7,182-39.1% | $6,842-36.0% | $5,983-26.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |