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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,935 | $106,247-70.9% | $96,515-67.9% | $139,466-77.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.52% | 38.47%-16.9pp | 35.73%-14.2pp | 373.66%-352.1pp |
| Employer contribution / active EE | $3,371 | $4,106-17.9% | $3,740-9.9% | $4,754-29.1% |
| Participant deferral / active EE | $4,807 | $5,456-11.9% | $4,880-1.5% | $6,712-28.4% |
| Admin fee / account holder | $297 | $7,885-96.2% | $6,735-95.6% | $11,409-97.4% |