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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,885 | $185,905-72.6% | $170,057-70.1% | $139,487-63.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.40% | 60.56%-39.2pp | 53.42%-32.0pp | 373.84%-352.4pp |
| Employer contribution / active EE | $2,436 | $7,597-67.9% | $6,790-64.1% | $4,755-48.8% |
| Participant deferral / active EE | $5,817 | $11,627-50.0% | $10,411-44.1% | $6,713-13.3% |
| Admin fee / account holder | $129 | $15,397-99.2% | $12,826-99.0% | $11,407-98.9% |