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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,179 | $185,312-80.5% | $161,489-77.6% | $154,746-76.6% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 28.63% | 103.84%-75.2pp | 89.72%-61.1pp | 172.34%-143.7pp |
| Employer contribution / active EE | $4,455 | $4,769-6.6% | $4,268+4.4% | $4,379+1.7% |
| Participant deferral / active EE | $10,706 | $6,350+68.6% | $5,630+90.2% | $6,730+59.1% |
| Admin fee / account holder | $59 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |