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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,452 | $183,539-82.3% | $155,556-79.1% | $145,897-77.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.73% | 61.31%-40.6pp | 64.84%-44.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $3,179 | $5,315-40.2% | $4,675-32.0% | $4,663-31.8% |
| Participant deferral / active EE | $5,050 | $6,467-21.9% | $5,631-10.3% | $6,689-24.5% |
| Admin fee / account holder | $101 | $19,275-99.5% | $15,885-99.4% | $13,390-99.2% |