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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,664 | $165,381-73.6% | $149,730-70.8% | $158,966-72.5% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 24.58% | 348.29%-323.7pp | 276.70%-252.1pp | 302.95%-278.4pp |
| Employer contribution / active EE | $4,919 | $5,104-3.6% | $4,645+5.9% | $4,762+3.3% |
| Participant deferral / active EE | $8,455 | $7,182+17.7% | $6,843+23.6% | $5,983+41.3% |
| Admin fee / account holder | $216 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |