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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,731 | $103,038-66.3% | $90,324-61.5% | $152,909-77.3% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.5%-6.0pp |
| Annual return | 17.53% | 95.25%-77.7pp | 78.15%-60.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,551 | $3,141-50.6% | $2,856-45.7% | $4,764-67.4% |
| Participant deferral / active EE | $5,406 | $4,282+26.2% | $3,885+39.1% | $5,851-7.6% |
| Admin fee / account holder | $77 | $6,177-98.8% | $5,356-98.6% | $11,601-99.3% |