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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,584 | $162,821-76.3% | $133,978-71.2% | $158,982-75.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 7.48% | 41.95%-34.5pp | 45.10%-37.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $2,874 | $4,976-42.2% | $3,919-26.7% | $4,763-39.7% |
| Participant deferral / active EE | $6,853 | $5,910+16.0% | $5,047+35.8% | $5,983+14.5% |
| Admin fee / account holder | $151 | $11,742-98.7% | $8,930-98.3% | $11,252-98.7% |