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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,987 | $183,988-81.0% | $162,177-78.4% | $152,897-77.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 41.54% | 150.79%-109.2pp | 115.60%-74.1pp | 345.43%-303.9pp |
| Employer contribution / active EE | $3,614 | $6,370-43.3% | $5,613-35.6% | $4,764-24.1% |
| Participant deferral / active EE | $7,380 | $8,032-8.1% | $7,297+1.1% | $5,851+26.1% |
| Admin fee / account holder | $141 | $13,123-98.9% | $10,843-98.7% | $11,599-98.8% |