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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,446 | $154,228-71.2% | $145,433-69.4% | $137,256-67.6% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,569 | $4,804-46.5% | $4,554-43.6% | $4,156-38.2% |
| Participant deferral / active EE | $7,199 | $8,216-12.4% | $7,897-8.8% | $6,407+12.4% |
| Admin fee / account holder | $208 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |