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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,689 | $198,457-70.4% | $170,435-65.6% | $147,586-60.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.84% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,774 | $6,183-71.3% | $5,432-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $5,511 | $5,629-2.1% | $4,939+11.6% | $5,439+1.3% |
| Admin fee / account holder | $115 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |