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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,746 | $129,737-81.7% | $119,126-80.1% | $154,746-84.7% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 15.12% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,491 | $4,375-65.9% | $4,034-63.0% | $4,379-66.0% |
| Participant deferral / active EE | $4,658 | $5,842-20.3% | $5,318-12.4% | $6,730-30.8% |
| Admin fee / account holder | $192 | $11,961-98.4% | $10,693-98.2% | $14,365-98.7% |