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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,227 | $211,239-75.7% | $178,528-71.3% | $145,877-64.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.17% | 30.22%-18.0pp | 27.11%-14.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $3,465 | $4,570-24.2% | $3,950-12.3% | $4,663-25.7% |
| Participant deferral / active EE | $4,672 | $6,963-32.9% | $6,278-25.6% | $6,691-30.2% |
| Admin fee / account holder | $206 | $12,095-98.3% | $10,419-98.0% | $13,402-98.5% |