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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,569 | $115,796-58.9% | $101,264-53.0% | $158,950-70.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.03% | 56.15%-41.1pp | 46.48%-31.5pp | 302.91%-287.9pp |
| Employer contribution / active EE | $2,788 | $4,175-33.2% | $3,660-23.8% | $4,762-41.4% |
| Participant deferral / active EE | $5,208 | $4,958+5.0% | $4,370+19.2% | $5,983-13.0% |
| Admin fee / account holder | $194 | $7,247-97.3% | $5,947-96.7% | $11,248-98.3% |