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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,817 | $109,372-50.8% | $89,414-39.8% | $158,966-66.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 18.85% | 345.55%-326.7pp | 245.50%-226.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,030 | $3,171-67.5% | $2,586-60.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,972 | $4,598-57.1% | $3,890-49.3% | $5,983-67.0% |
| Admin fee / account holder | $17 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |