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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,159 | $172,111-79.0% | $150,298-75.9% | $137,256-73.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 127.94% | 69.37%+58.6pp | 62.79%+65.2pp | 220.34%-92.4pp |
| Employer contribution / active EE | $2,007 | $4,636-56.7% | $4,154-51.7% | $4,156-51.7% |
| Participant deferral / active EE | $4,096 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |