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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,159 | $185,312-80.5% | $161,489-77.6% | $154,746-76.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 127.94% | 103.84%+24.1pp | 89.72%+38.2pp | 172.34%-44.4pp |
| Employer contribution / active EE | $2,007 | $4,769-57.9% | $4,268-53.0% | $4,379-54.2% |
| Participant deferral / active EE | $4,096 | $6,350-35.5% | $5,630-27.2% | $6,730-39.1% |
| Admin fee / account holder | $32 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |