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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,053 | $117,895-60.1% | $102,460-54.1% | $145,897-67.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.27% | 31.92%-16.7pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,849 | $3,619+6.3% | $3,025+27.2% | $4,663-17.5% |
| Participant deferral / active EE | $2,754 | $5,736-52.0% | $5,056-45.5% | $6,689-58.8% |
| Admin fee / account holder | $17 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |