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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,354 | $160,040-86.0% | $147,096-84.8% | $145,877-84.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 13.37% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,954 | $8,429-65.0% | $8,071-63.4% | $6,691-55.8% |
| Admin fee / account holder | $170 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |