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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,356 | $183,627-78.0% | $155,602-74.1% | $145,978-72.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.68% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,142 | $5,316-59.7% | $4,675-54.2% | $4,662-54.1% |
| Participant deferral / active EE | $9,550 | $6,466+47.7% | $5,629+69.7% | $6,690+42.8% |
| Admin fee / account holder | $176 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |