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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,433 | $209,422-72.1% | $178,503-67.3% | $158,982-63.2% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.09% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,013 | $5,707-64.7% | $5,011-59.8% | $4,763-57.7% |
| Participant deferral / active EE | $6,218 | $5,955+4.4% | $5,202+19.5% | $5,983+3.9% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |