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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,653 | $209,425-72.0% | $178,499-67.1% | $158,966-63.1% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 15.74% | 188.80%-173.1pp | 151.10%-135.4pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,550 | $5,707-72.8% | $5,011-69.1% | $4,762-67.5% |
| Participant deferral / active EE | $6,124 | $5,955+2.8% | $5,202+17.7% | $5,983+2.4% |
| Admin fee / account holder | $287 | $17,078-98.3% | $13,986-97.9% | $11,250-97.5% |