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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,086 | $148,582-74.4% | $135,942-72.0% | $139,456-72.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 28.87% | 79.26%-50.4pp | 68.28%-39.4pp | 373.45%-344.6pp |
| Employer contribution / active EE | $5,342 | $5,245+1.9% | $4,858+10.0% | $4,753+12.4% |
| Participant deferral / active EE | $11,684 | $8,101+44.2% | $7,759+50.6% | $6,711+74.1% |
| Admin fee / account holder | $43 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |