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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,907 | $117,846-72.9% | $102,434-68.9% | $145,884-78.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 34.29% | 31.90%+2.4pp | 29.46%+4.8pp | 551.85%-517.6pp |
| Employer contribution / active EE | $14,551 | $3,615+302.6% | $3,023+381.3% | $4,662+212.1% |
| Participant deferral / active EE | $5,710 | $5,733-0.4% | $5,055+13.0% | $6,690-14.6% |
| Admin fee / account holder | $232 | $13,356-98.3% | $9,462-97.6% | $13,392-98.3% |