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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,235 | $148,623-87.7% | $135,974-86.6% | $139,466-86.9% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 20.14% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $4,444 | $5,246-15.3% | $4,859-8.5% | $4,754-6.5% |
| Participant deferral / active EE | $3,942 | $8,103-51.3% | $7,760-49.2% | $6,712-41.3% |
| Admin fee / account holder | $266 | $12,406-97.9% | $10,767-97.5% | $11,409-97.7% |