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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,667 | $154,193-76.2% | $130,045-71.8% | $139,466-73.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 33.25% | 32.51%+0.7pp | -137.30%+170.5pp | 373.66%-340.4pp |
| Employer contribution / active EE | $3,149 | $5,292-40.5% | $4,321-27.1% | $4,754-33.8% |
| Participant deferral / active EE | $5,882 | $6,709-12.3% | $5,820+1.1% | $6,712-12.4% |
| Admin fee / account holder | $44 | $13,989-99.7% | $10,600-99.6% | $11,409-99.6% |