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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,559 | $100,073-50.5% | $85,126-41.8% | $145,877-66.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.48% | 84.11%-72.6pp | 66.63%-55.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,402 | $3,236-25.8% | $2,731-12.1% | $4,663-48.5% |
| Participant deferral / active EE | $8,251 | $5,294+55.8% | $4,523+82.4% | $6,691+23.3% |
| Admin fee / account holder | $268 | $7,261-96.3% | $6,160-95.7% | $13,402-98.0% |