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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,340 | $115,796-64.3% | $101,264-59.2% | $158,950-74.0% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 20.70% | 56.15%-35.5pp | 46.48%-25.8pp | 302.91%-282.2pp |
| Employer contribution / active EE | $1,821 | $4,175-56.4% | $3,660-50.3% | $4,762-61.8% |
| Participant deferral / active EE | $4,893 | $4,958-1.3% | $4,370+12.0% | $5,983-18.2% |
| Admin fee / account holder | $225 | $7,247-96.9% | $5,947-96.2% | $11,248-98.0% |