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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,631 | $209,422-80.6% | $178,503-77.2% | $158,982-74.4% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 13.19% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,084 | $5,707-63.5% | $5,011-58.4% | $4,763-56.2% |
| Participant deferral / active EE | $4,767 | $5,955-20.0% | $5,202-8.4% | $5,983-20.3% |
| Admin fee / account holder | $91 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |