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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,231 | $110,410-51.8% | $102,437-48.0% | $145,897-63.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.36% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,427 | $4,217-42.5% | $3,871-37.3% | $4,663-47.9% |
| Participant deferral / active EE | $3,953 | $5,622-29.7% | $5,060-21.9% | $6,689-40.9% |
| Admin fee / account holder | $230 | $9,745-97.6% | $8,388-97.3% | $13,390-98.3% |