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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,088 | $154,228-75.3% | $145,433-73.8% | $137,256-72.3% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 26.86% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $5,985 | $4,804+24.6% | $4,554+31.4% | $4,156+44.0% |
| Participant deferral / active EE | $3,809 | $8,216-53.6% | $7,897-51.8% | $6,407-40.5% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |