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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,851 | $196,972-77.2% | $182,262-75.4% | $198,609-77.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 19.50% | 158.27%-138.8pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,528 | $5,364-52.9% | $5,046-49.9% | $5,055-50.0% |
| Participant deferral / active EE | $5,702 | $8,643-34.0% | $8,276-31.1% | $6,977-18.3% |
| Admin fee / account holder | $95 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |