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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,677 | $211,239-77.9% | $178,528-73.9% | $145,877-68.0% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 15.81% | 30.22%-14.4pp | 27.11%-11.3pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,510 | $4,570-45.1% | $3,950-36.5% | $4,663-46.2% |
| Participant deferral / active EE | $5,046 | $6,963-27.5% | $6,278-19.6% | $6,691-24.6% |
| Admin fee / account holder | $278 | $12,095-97.7% | $10,419-97.3% | $13,402-97.9% |