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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,535 | $115,796-63.3% | $101,264-58.0% | $158,950-73.2% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 17.88% | 56.15%-38.3pp | 46.48%-28.6pp | 302.91%-285.0pp |
| Employer contribution / active EE | $2,352 | $4,175-43.7% | $3,660-35.7% | $4,762-50.6% |
| Participant deferral / active EE | $3,525 | $4,958-28.9% | $4,370-19.3% | $5,983-41.1% |
| Admin fee / account holder | $97 | $7,247-98.7% | $5,947-98.4% | $11,248-99.1% |