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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,575 | $91,198-62.1% | $178,503-80.6% | $79,856-56.7% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.3pp | 69.6%+26.6pp |
| Annual return | 24.53% | 24.20%+0.3pp | 151.12%-126.6pp | 31.71%-7.2pp |
| Employer contribution / active EE | $2,267 | $3,257-30.4% | $5,011-54.8% | $2,471-8.3% |
| Participant deferral / active EE | $4,038 | $3,237+24.8% | $5,202-22.4% | $3,741+7.9% |
| Admin fee / account holder | $193 | $6,748-97.1% | $13,987-98.6% | $5,306-96.4% |