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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,427 | $210,698-86.5% | $178,014-84.0% | $145,959-80.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.24% | 386.27%-373.0pp | 294.80%-281.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,855 | $4,567-59.4% | $3,950-53.0% | $4,661-60.2% |
| Participant deferral / active EE | $2,927 | $6,958-57.9% | $6,276-53.4% | $6,689-56.2% |
| Admin fee / account holder | $139 | $12,016-98.8% | $10,362-98.7% | $13,398-99.0% |