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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,297 | $165,399-67.8% | $149,745-64.4% | $158,982-66.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 13.63% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,922 | $7,183-45.4% | $6,843-42.7% | $5,983-34.5% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |