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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,767 | $217,432-75.3% | $185,851-71.1% | $167,553-67.9% |
| Participation rate | 78.9% | 86.1%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 11.38% | 148.43%-137.1pp | 122.11%-110.7pp | 478.89%-467.5pp |
| Employer contribution / active EE | $2,411 | $5,874-59.0% | $5,168-53.3% | $4,840-50.2% |
| Participant deferral / active EE | $5,204 | $6,357-18.1% | $5,569-6.5% | $6,343-17.9% |
| Admin fee / account holder | $13 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |