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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,936 | $100,801-59.4% | $149,745-72.7% | $73,412-44.2% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.5%+11.8pp | 72.2%+22.1pp |
| Annual return | 16.90% | 265.34%-248.4pp | 276.72%-259.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $1,224 | $3,312-63.0% | $4,646-73.6% | $2,234-45.2% |
| Participant deferral / active EE | $3,794 | $6,404-40.8% | $6,843-44.6% | $3,806-0.3% |
| Admin fee / account holder | $112 | $181-37.9% | $9,312-98.8% | $158-28.9% |