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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,266 | $217,427-76.0% | $185,837-71.9% | $167,518-68.8% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 15.07% | 148.39%-133.3pp | 122.08%-107.0pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,501 | $5,874-74.5% | $5,168-71.0% | $4,838-69.0% |
| Participant deferral / active EE | $4,656 | $6,357-26.8% | $5,568-16.4% | $6,342-26.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |