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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,064 | $183,592-90.2% | $155,574-88.4% | $145,877-87.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.98% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,491 | $5,317-72.0% | $4,676-68.1% | $4,663-68.0% |
| Participant deferral / active EE | $7,555 | $6,466+16.8% | $5,629+34.2% | $6,691+12.9% |
| Admin fee / account holder | $29 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |