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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,853 | $183,592-78.8% | $155,567-75.0% | $145,959-73.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.08% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,710 | $5,315-49.0% | $4,674-42.0% | $4,661-41.9% |
| Participant deferral / active EE | $6,972 | $6,464+7.9% | $5,628+23.9% | $6,689+4.2% |
| Admin fee / account holder | $227 | $19,318-98.8% | $15,916-98.6% | $13,398-98.3% |