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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,823 | $108,912-59.8% | $100,383-56.3% | $145,959-70.0% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 13.69% | 57.96%-44.3pp | 49.26%-35.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,867 | $4,423-57.8% | $3,944-52.7% | $4,661-59.9% |
| Participant deferral / active EE | $5,615 | $8,451-33.6% | $8,086-30.6% | $6,689-16.1% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,900-99.7% | $13,398-99.9% |