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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,838 | $198,457-78.9% | $170,435-75.5% | $147,586-71.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.79% | 257.30%-239.5pp | 205.94%-188.2pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,031 | $6,183-67.2% | $5,432-62.6% | $4,876-58.4% |
| Participant deferral / active EE | $2,539 | $5,629-54.9% | $4,939-48.6% | $5,439-53.3% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |