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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,102 | $115,814-51.6% | $101,275-44.6% | $158,982-64.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 19.80% | 56.16%-36.4pp | 46.48%-26.7pp | 302.99%-283.2pp |
| Employer contribution / active EE | $1,732 | $4,176-58.5% | $3,660-52.7% | $4,763-63.6% |
| Participant deferral / active EE | $5,444 | $4,958+9.8% | $4,371+24.6% | $5,983-9.0% |
| Admin fee / account holder | $172 | $7,249-97.6% | $5,948-97.1% | $11,252-98.5% |