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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,978 | $87,542-44.1% | $75,782-35.4% | $125,393-60.9% |
| Participation rate | 89.5% | 80.2%+9.3pp | 75.8%+13.7pp | 83.2%+6.3pp |
| Annual return | 25.70% | 13.48%+12.2pp | 9.68%+16.0pp | 282.23%-256.5pp |
| Employer contribution / active EE | $8,227 | $3,930+109.3% | $3,323+147.6% | $4,866+69.1% |
| Participant deferral / active EE | $6,951 | $4,229+64.3% | $3,652+90.3% | $5,351+29.9% |
| Admin fee / account holder | $222 | $6,502-96.6% | $5,300-95.8% | $9,541-97.7% |