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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,819 | $108,897-38.6% | $100,378-33.4% | $145,877-54.2% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 14.45% | 58.17%-43.7pp | 49.41%-35.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,761 | $4,420-37.5% | $3,942-30.0% | $4,663-40.8% |
| Participant deferral / active EE | $4,977 | $8,455-41.1% | $8,087-38.5% | $6,691-25.6% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,899-99.7% | $13,402-99.8% |