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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,365 | $183,539-70.9% | $155,556-65.7% | $145,897-63.4% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 13.74% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,616 | $5,315-13.2% | $4,675-1.3% | $4,663-1.0% |
| Participant deferral / active EE | $4,754 | $6,467-26.5% | $5,631-15.6% | $6,689-28.9% |
| Admin fee / account holder | $174 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |