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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,090 | $228,352-74.6% | $185,835-68.7% | $158,966-63.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 43.41% | 40.81%+2.6pp | 35.96%+7.4pp | 302.95%-259.5pp |
| Employer contribution / active EE | $2,672 | $4,967-46.2% | $4,087-34.6% | $4,762-43.9% |
| Participant deferral / active EE | $6,568 | $6,416+2.4% | $5,633+16.6% | $5,983+9.8% |
| Admin fee / account holder | $152 | $11,867-98.7% | $9,502-98.4% | $11,250-98.6% |