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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,590 | $183,539-80.6% | $155,556-77.1% | $145,897-75.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.42% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,003 | $5,315-62.3% | $4,675-57.2% | $4,663-57.0% |
| Participant deferral / active EE | $5,316 | $6,467-17.8% | $5,631-5.6% | $6,689-20.5% |
| Admin fee / account holder | $149 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |