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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,365 | $183,592-70.9% | $155,574-65.7% | $145,877-63.4% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 13.74% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,616 | $5,317-13.2% | $4,676-1.3% | $4,663-1.0% |
| Participant deferral / active EE | $4,754 | $6,466-26.5% | $5,629-15.6% | $6,691-28.9% |
| Admin fee / account holder | $174 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |