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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,380 | $198,462-72.1% | $170,439-67.5% | $147,585-62.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.17% | 257.30%-239.1pp | 205.94%-187.8pp | 578.58%-560.4pp |
| Employer contribution / active EE | $1,826 | $6,184-70.5% | $5,433-66.4% | $4,876-62.5% |
| Participant deferral / active EE | $7,329 | $5,629+30.2% | $4,939+48.4% | $5,439+34.8% |
| Admin fee / account holder | $265 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |