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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,399 | $115,810-69.4% | $101,271-65.0% | $158,966-77.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 49.76% | 56.15%-6.4pp | 46.48%+3.3pp | 302.95%-253.2pp |
| Employer contribution / active EE | $1,314 | $4,175-68.5% | $3,660-64.1% | $4,762-72.4% |
| Participant deferral / active EE | $3,210 | $4,958-35.3% | $4,371-26.6% | $5,983-46.4% |
| Admin fee / account holder | $280 | $7,248-96.1% | $5,948-95.3% | $11,250-97.5% |