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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,686 | $183,978-71.9% | $162,171-68.1% | $152,885-66.2% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.5%-3.5pp |
| Annual return | 25.77% | 150.78%-125.0pp | 115.60%-89.8pp | 345.39%-319.6pp |
| Employer contribution / active EE | $2,375 | $6,370-62.7% | $5,613-57.7% | $4,763-50.1% |
| Participant deferral / active EE | $6,218 | $8,033-22.6% | $7,297-14.8% | $5,851+6.3% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |