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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,175 | $148,582-72.3% | $135,942-69.7% | $139,456-70.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.18% | 79.26%-60.1pp | 68.28%-49.1pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,962 | $5,245-43.5% | $4,858-39.0% | $4,753-37.7% |
| Participant deferral / active EE | $6,285 | $8,101-22.4% | $7,759-19.0% | $6,711-6.4% |
| Admin fee / account holder | $96 | $12,402-99.2% | $10,764-99.1% | $11,407-99.2% |