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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,837 | $84,236-27.8% | $170,435-64.3% | $70,126-13.2% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 18.20% | 23.06%-4.9pp | 205.94%-187.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,707 | $3,387-49.6% | $5,432-68.6% | $2,343-27.1% |
| Participant deferral / active EE | $2,548 | $3,086-17.4% | $4,939-48.4% | $3,332-23.5% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,881-99.2% | $4,645-97.7% |