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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,147 | $197,603-79.2% | $177,827-76.9% | $158,950-74.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 32.05% | 58.76%-26.7pp | 48.32%-16.3pp | 302.91%-270.9pp |
| Employer contribution / active EE | $1,952 | $6,698-70.9% | $5,918-67.0% | $4,762-59.0% |
| Participant deferral / active EE | $4,270 | $8,404-49.2% | $7,713-44.6% | $5,983-28.6% |
| Admin fee / account holder | $219 | $15,402-98.6% | $12,429-98.2% | $11,248-98.1% |