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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,060 | $157,296-70.1% | $141,191-66.7% | $152,897-69.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.23% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $4,419 | $5,262-16.0% | $4,736-6.7% | $4,764-7.2% |
| Participant deferral / active EE | $7,015 | $7,111-1.3% | $6,710+4.5% | $5,851+19.9% |
| Admin fee / account holder | $222 | $12,125-98.2% | $10,264-97.8% | $11,599-98.1% |