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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,145 | $202,463-83.6% | $169,397-80.4% | $139,487-76.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 19.98% | 532.64%-512.7pp | 406.23%-386.2pp | 373.84%-353.9pp |
| Employer contribution / active EE | $770 | $4,694-83.6% | $4,013-80.8% | $4,755-83.8% |
| Participant deferral / active EE | $7,688 | $6,941+10.8% | $6,223+23.5% | $6,713+14.5% |
| Admin fee / account holder | $107 | $10,726-99.0% | $9,017-98.8% | $11,407-99.1% |