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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,710 | $175,231-60.2% | $149,696-53.4% | $139,466-50.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 20.49% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,554 | $5,478-35.1% | $4,821-26.3% | $4,754-25.2% |
| Participant deferral / active EE | $4,805 | $6,521-26.3% | $5,682-15.4% | $6,712-28.4% |
| Admin fee / account holder | $268 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |