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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,383 | $165,399-78.0% | $149,745-75.7% | $158,982-77.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 30.40% | 348.34%-317.9pp | 276.72%-246.3pp | 302.99%-272.6pp |
| Employer contribution / active EE | $1,960 | $5,105-61.6% | $4,646-57.8% | $4,763-58.8% |
| Participant deferral / active EE | $4,780 | $7,183-33.4% | $6,843-30.1% | $5,983-20.1% |
| Admin fee / account holder | $268 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |