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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,704 | $77,908-11.8% | $149,696-54.1% | $75,173-8.6% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 22.97% | 31.73%-8.8pp | 134.46%-111.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $2,777 | $3,138-11.5% | $4,821-42.4% | $2,671+4.0% |
| Participant deferral / active EE | $2,370 | $3,411-30.5% | $5,682-58.3% | $4,126-42.6% |
| Admin fee / account holder | $268 | $5,950-95.5% | $13,212-98.0% | $5,651-95.3% |