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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,076 | $98,766-57.4% | $149,730-71.9% | $79,852-47.3% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 33.62% | 27.43%+6.2pp | 276.70%-243.1pp | 31.72%+1.9pp |
| Employer contribution / active EE | $1,254 | $3,217-61.0% | $4,645-73.0% | $2,471-49.2% |
| Participant deferral / active EE | $2,504 | $5,681-55.9% | $6,843-63.4% | $3,740-33.1% |
| Admin fee / account holder | $115 | $6,052-98.1% | $9,310-98.8% | $5,306-97.8% |