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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,267 | $115,796-57.5% | $101,264-51.3% | $158,950-69.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 21.28% | 56.15%-34.9pp | 46.48%-25.2pp | 302.91%-281.6pp |
| Employer contribution / active EE | $3,738 | $4,175-10.5% | $3,660+2.1% | $4,762-21.5% |
| Participant deferral / active EE | $8,124 | $4,958+63.9% | $4,370+85.9% | $5,983+35.8% |
| Admin fee / account holder | $231 | $7,247-96.8% | $5,947-96.1% | $11,248-97.9% |