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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,850 | $162,812-71.8% | $133,971-65.8% | $158,966-71.2% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 17.23% | 41.94%-24.7pp | 45.09%-27.9pp | 302.95%-285.7pp |
| Employer contribution / active EE | $1,304 | $4,976-73.8% | $3,919-66.7% | $4,762-72.6% |
| Participant deferral / active EE | $3,851 | $5,910-34.8% | $5,047-23.7% | $5,983-35.6% |
| Admin fee / account holder | $207 | $11,741-98.2% | $8,929-97.7% | $11,250-98.2% |