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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,159 | $125,797-67.3% | $170,043-75.8% | $75,173-45.2% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 22.28% | 27.20%-4.9pp | 53.40%-31.1pp | 160.72%-138.4pp |
| Employer contribution / active EE | $2,810 | $4,616-39.1% | $6,790-58.6% | $2,671+5.2% |
| Participant deferral / active EE | $4,797 | $6,838-29.8% | $10,410-53.9% | $4,126+16.3% |
| Admin fee / account holder | $183 | $8,177-97.8% | $12,824-98.6% | $5,651-96.8% |