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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,476 | $157,270-74.9% | $141,173-72.0% | $152,870-74.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.99% | 64.33%-44.3pp | 71.40%-51.4pp | 345.34%-325.4pp |
| Employer contribution / active EE | $1,336 | $5,261-74.6% | $4,735-71.8% | $4,763-72.0% |
| Participant deferral / active EE | $2,699 | $7,110-62.0% | $6,710-59.8% | $5,850-53.9% |
| Admin fee / account holder | $34 | $12,121-99.7% | $10,262-99.7% | $11,597-99.7% |