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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,223 | $84,236-40.4% | $170,435-70.5% | $70,126-28.4% |
| Participation rate | 76.7% | 70.8%+5.9pp | 83.6%-6.9pp | 69.5%+7.2pp |
| Annual return | 14.00% | 23.06%-9.1pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,959 | $3,387-12.6% | $5,432-45.5% | $2,343+26.3% |
| Participant deferral / active EE | $2,873 | $3,086-6.9% | $4,939-41.8% | $3,332-13.8% |
| Admin fee / account holder | $215 | $5,698-96.2% | $13,881-98.5% | $4,645-95.4% |