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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,135 | $129,737-80.6% | $119,126-78.9% | $154,746-83.8% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 22.81% | 379.08%-356.3pp | 282.11%-259.3pp | 172.34%-149.5pp |
| Employer contribution / active EE | $5,000 | $4,375+14.3% | $4,034+24.0% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |