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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,987 | $183,592-90.2% | $155,567-88.4% | $145,959-87.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.05% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,229 | $5,315-58.1% | $4,674-52.3% | $4,661-52.2% |
| Participant deferral / active EE | $4,815 | $6,464-25.5% | $5,628-14.4% | $6,689-28.0% |
| Admin fee / account holder | $272 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |