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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,051 | $201,370-80.6% | $184,256-78.8% | $145,897-73.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 28.80% | 29.05%-0.3pp | 28.85%0pp | 552.29%-523.5pp |
| Employer contribution / active EE | $5,801 | $7,024-17.4% | $6,427-9.7% | $4,663+24.4% |
| Participant deferral / active EE | $9,491 | $9,808-3.2% | $9,133+3.9% | $6,689+41.9% |
| Admin fee / account holder | $166 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |