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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,059 | $103,392-41.9% | $87,104-31.0% | $152,897-60.7% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 20.12% | 28.10%-8.0pp | 28.19%-8.1pp | 345.43%-325.3pp |
| Employer contribution / active EE | $4,211 | $3,221+30.7% | $2,521+67.0% | $4,764-11.6% |
| Participant deferral / active EE | $4,934 | $4,778+3.2% | $4,048+21.9% | $5,851-15.7% |
| Admin fee / account holder | $21 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |