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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,846 | $72,071-47.5% | $68,368-44.6% | $137,256-72.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.14% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,348 | $2,788-15.8% | $2,649-11.4% | $4,156-43.5% |
| Participant deferral / active EE | $7,031 | $4,410+59.4% | $4,123+70.5% | $6,407+9.7% |
| Admin fee / account holder | $278 | $5,336-94.8% | $5,150-94.6% | $12,270-97.7% |