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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,849 | $77,920-19.3% | $149,723-58.0% | $75,177-16.4% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 29.36% | 31.72%-2.4pp | 134.50%-105.1pp | 160.75%-131.4pp |
| Employer contribution / active EE | $2,392 | $3,138-23.8% | $4,821-50.4% | $2,671-10.5% |
| Participant deferral / active EE | $4,364 | $3,411+27.9% | $5,682-23.2% | $4,126+5.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |