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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,758 | $105,856-50.2% | $90,161-41.5% | $147,586-64.3% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 17.66% | 37.63%-20.0pp | 34.89%-17.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $3,404 | $4,126-17.5% | $3,318+2.6% | $4,876-30.2% |
| Participant deferral / active EE | $10,705 | $5,733+86.7% | $5,287+102.5% | $5,439+96.8% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |