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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,478 | $183,627-88.8% | $155,602-86.8% | $145,978-86.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.34% | 61.32%-46.0pp | 64.81%-49.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,401 | $5,316-73.6% | $4,675-70.0% | $4,662-69.9% |
| Participant deferral / active EE | $3,524 | $6,466-45.5% | $5,629-37.4% | $6,690-47.3% |
| Admin fee / account holder | $21 | $19,327-99.9% | $15,923-99.9% | $13,400-99.8% |