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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,721 | $53,128-34.6% | $86,582-59.9% | $70,126-50.5% |
| Participation rate | 74.1% | 65.3%+8.8pp | 73.5%+0.5pp | 69.5%+4.5pp |
| Annual return | 23.35% | 27.66%-4.3pp | 965.08%-941.7pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,190 | $2,068+5.9% | $2,839-22.9% | $2,343-6.5% |
| Participant deferral / active EE | $4,290 | $2,695+59.2% | $3,609+18.9% | $3,332+28.8% |
| Admin fee / account holder | $88 | $3,584-97.5% | $4,904-98.2% | $4,645-98.1% |