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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,241 | $209,422-47.8% | $178,503-38.8% | $158,982-31.3% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 22.23% | 188.81%-166.6pp | 151.12%-128.9pp | 302.99%-280.8pp |
| Employer contribution / active EE | $2,004 | $5,707-64.9% | $5,011-60.0% | $4,763-57.9% |
| Participant deferral / active EE | $6,525 | $5,955+9.6% | $5,202+25.4% | $5,983+9.1% |
| Admin fee / account holder | $112 | $17,079-99.3% | $13,987-99.2% | $11,252-99.0% |