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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,285 | $183,516-62.8% | $155,534-56.1% | $145,884-53.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.46% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $2,572 | $5,315-51.6% | $4,675-45.0% | $4,662-44.8% |
| Participant deferral / active EE | $5,632 | $6,467-12.9% | $5,6300% | $6,690-15.8% |
| Admin fee / account holder | $168 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |