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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,526 | $108,897-59.1% | $100,378-55.6% | $145,877-69.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 17.74% | 58.17%-40.4pp | 49.41%-31.7pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,663 | $4,420-39.7% | $3,942-32.4% | $4,663-42.9% |
| Participant deferral / active EE | $2,827 | $8,455-66.6% | $8,087-65.0% | $6,691-57.7% |
| Admin fee / account holder | $159 | $9,690-98.4% | $7,899-98.0% | $13,402-98.8% |