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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,742 | $112,915-81.6% | $90,965-77.2% | $158,950-87.0% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 17.73% | 215.75%-198.0pp | 134.57%-116.8pp | 302.91%-285.2pp |
| Employer contribution / active EE | $9,273 | $2,894+220.4% | $2,122+337.0% | $4,762+94.7% |
| Participant deferral / active EE | $3,969 | $4,128-3.8% | $3,373+17.7% | $5,983-33.7% |
| Admin fee / account holder | $239 | $8,044-97.0% | $5,960-96.0% | $11,248-97.9% |