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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,319 | $98,240-61.0% | $82,312-53.4% | $147,586-74.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 22.61% | 30.85%-8.2pp | 25.88%-3.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,842 | $3,192-42.3% | $2,428-24.2% | $4,876-62.2% |
| Participant deferral / active EE | $4,916 | $4,383+12.2% | $3,706+32.6% | $5,439-9.6% |
| Admin fee / account holder | $163 | $8,563-98.1% | $5,608-97.1% | $10,886-98.5% |