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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,608 | $172,111-79.3% | $150,298-76.3% | $137,256-74.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.15% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,167 | $4,636-53.3% | $4,154-47.8% | $4,156-47.9% |
| Participant deferral / active EE | $6,833 | $6,166+10.8% | $5,453+25.3% | $6,407+6.6% |
| Admin fee / account holder | $152 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |