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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,083 | $102,632-59.0% | $81,988-48.7% | $158,950-73.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 15.99% | 61.05%-45.1pp | 41.31%-25.3pp | 302.91%-286.9pp |
| Employer contribution / active EE | $1,187 | $3,241-63.4% | $2,498-52.5% | $4,762-75.1% |
| Participant deferral / active EE | $3,685 | $4,649-20.7% | $3,722-1.0% | $5,983-38.4% |
| Admin fee / account holder | $270 | $8,237-96.7% | $5,665-95.2% | $11,248-97.6% |