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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,922 | $165,381-40.8% | $149,730-34.6% | $158,966-38.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.10% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,608 | $5,104-68.5% | $4,645-65.4% | $4,762-66.2% |
| Participant deferral / active EE | $4,160 | $7,182-42.1% | $6,843-39.2% | $5,983-30.5% |
| Admin fee / account holder | $33 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |