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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,072 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.20% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,508 | $4,804-27.0% | $4,554-23.0% | $4,156-15.6% |
| Participant deferral / active EE | $5,126 | $8,216-37.6% | $7,897-35.1% | $6,407-20.0% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |