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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,382 | $183,539-78.5% | $155,556-74.7% | $145,897-73.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.22% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,273 | $5,315-38.4% | $4,675-30.0% | $4,663-29.8% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,631+116.7% | $6,689+82.4% |
| Admin fee / account holder | $299 | $19,275-98.4% | $15,885-98.1% | $13,390-97.8% |