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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,863 | $183,592-82.6% | $155,567-79.5% | $145,959-78.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.19% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,830 | $5,315-65.6% | $4,674-60.8% | $4,661-60.7% |
| Participant deferral / active EE | $8,403 | $6,464+30.0% | $5,628+49.3% | $6,689+25.6% |
| Admin fee / account holder | $297 | $19,318-98.5% | $15,916-98.1% | $13,398-97.8% |