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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,943 | $185,312-70.4% | $161,489-66.0% | $154,746-64.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 134.36% | 103.84%+30.5pp | 89.72%+44.6pp | 172.34%-38.0pp |
| Employer contribution / active EE | $2,014 | $4,769-57.8% | $4,268-52.8% | $4,379-54.0% |
| Participant deferral / active EE | $4,097 | $6,350-35.5% | $5,630-27.2% | $6,730-39.1% |
| Admin fee / account holder | $84 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |