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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,293 | $160,028-74.8% | $147,080-72.6% | $145,884-72.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.43% | 98.60%-82.2pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,285 | $5,286-56.8% | $4,933-53.7% | $4,662-51.0% |
| Participant deferral / active EE | $4,456 | $8,422-47.1% | $8,066-44.8% | $6,690-33.4% |
| Admin fee / account holder | $180 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |