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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,482 | $103,038-50.0% | $90,324-43.0% | $152,909-66.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 24.98% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,787 | $3,141-11.3% | $2,856-2.4% | $4,764-41.5% |
| Participant deferral / active EE | $4,758 | $4,282+11.1% | $3,885+22.5% | $5,851-18.7% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |