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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,195 | $129,737-63.6% | $119,126-60.4% | $154,746-69.5% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 18.10% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $3,518 | $4,375-19.6% | $4,034-12.8% | $4,379-19.7% |
| Participant deferral / active EE | $5,449 | $5,842-6.7% | $5,318+2.5% | $6,730-19.0% |
| Admin fee / account holder | $197 | $11,961-98.4% | $10,693-98.2% | $14,365-98.6% |