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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,338 | $172,111-77.1% | $150,298-73.8% | $137,256-71.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 20.04% | 69.37%-49.3pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,275 | $4,636-29.4% | $4,154-21.2% | $4,156-21.2% |
| Participant deferral / active EE | $5,821 | $6,166-5.6% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $265 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |