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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,804 | $117,904-47.6% | $102,457-39.7% | $145,978-57.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 25.34% | 31.80%-6.5pp | 29.41%-4.1pp | 550.52%-525.2pp |
| Employer contribution / active EE | $6,928 | $3,613+91.7% | $3,022+129.2% | $4,662+48.6% |
| Participant deferral / active EE | $4,793 | $5,733-16.4% | $5,054-5.2% | $6,690-28.3% |
| Admin fee / account holder | $51 | $13,329-99.6% | $9,451-99.5% | $13,400-99.6% |