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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,106 | $111,535-54.2% | $105,223-51.4% | $137,256-62.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.66% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,195 | $3,939-44.3% | $3,689-40.5% | $4,156-47.2% |
| Participant deferral / active EE | $8,282 | $5,500+50.6% | $5,072+63.3% | $6,407+29.3% |
| Admin fee / account holder | $31 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |