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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,723 | $149,778-70.1% | $118,946-62.4% | $158,966-71.9% |
| Participation rate | 90.5% | 82.1%+8.4pp | 75.4%+15.1pp | 82.0%+8.5pp |
| Annual return | 14.66% | 19.95%-5.3pp | 35.89%-21.2pp | 302.95%-288.3pp |
| Employer contribution / active EE | $3,754 | $4,117-8.8% | $3,263+15.0% | $4,762-21.2% |
| Participant deferral / active EE | $5,010 | $5,225-4.1% | $4,266+17.5% | $5,983-16.3% |
| Admin fee / account holder | $32 | $8,604-99.6% | $6,581-99.5% | $11,250-99.7% |