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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,073 | $176,402-81.3% | $134,162-75.3% | $158,966-79.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 18.50% | 63.66%-45.2pp | 36.35%-17.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $870 | $5,042-82.7% | $3,705-76.5% | $4,762-81.7% |
| Participant deferral / active EE | $3,942 | $4,093-3.7% | $3,500+12.6% | $5,983-34.1% |
| Admin fee / account holder | $16 | $8,719-99.8% | $6,685-99.8% | $11,250-99.9% |