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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,186 | $162,136-69.0% | $152,301-67.0% | $154,746-67.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 21.84% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,779 | $4,890-43.2% | $4,624-39.9% | $4,379-36.5% |
| Participant deferral / active EE | $7,134 | $8,341-14.5% | $8,004-10.9% | $6,730+6.0% |
| Admin fee / account holder | $71 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |