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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,409 | $97,125-54.3% | $86,233-48.5% | $137,256-67.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.07% | 74.19%-52.1pp | 61.39%-39.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,559 | $2,841-9.9% | $2,504+2.2% | $4,156-38.4% |
| Participant deferral / active EE | $5,390 | $5,180+4.1% | $4,559+18.2% | $6,407-15.9% |
| Admin fee / account holder | $289 | $9,725-97.0% | $8,342-96.5% | $12,270-97.6% |