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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,804 | $117,895-47.6% | $102,460-39.7% | $145,897-57.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 25.34% | 31.92%-6.6pp | 29.47%-4.1pp | 552.29%-527.0pp |
| Employer contribution / active EE | $6,928 | $3,619+91.4% | $3,025+129.0% | $4,663+48.6% |
| Participant deferral / active EE | $4,793 | $5,736-16.4% | $5,056-5.2% | $6,689-28.3% |
| Admin fee / account holder | $51 | $13,353-99.6% | $9,460-99.5% | $13,390-99.6% |