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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,500 | $124,980-74.0% | $108,359-70.0% | $154,746-79.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 23.17% | 45.00%-21.8pp | 36.89%-13.7pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,975 | $2,851-30.7% | $2,399-17.7% | $4,379-54.9% |
| Participant deferral / active EE | $3,796 | $4,743-20.0% | $4,137-8.2% | $6,730-43.6% |
| Admin fee / account holder | $38 | $11,502-99.7% | $9,741-99.6% | $14,365-99.7% |