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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,332 | $108,882-58.4% | $96,754-53.1% | $154,746-70.7% |
| Participation rate | 84.6% | 75.1%+9.5pp | 70.3%+14.3pp | 80.7%+3.9pp |
| Annual return | 20.52% | 98.39%-77.9pp | 82.04%-61.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,569 | $3,018-48.0% | $2,679-41.4% | $4,379-64.2% |
| Participant deferral / active EE | $5,194 | $5,323-2.4% | $4,758+9.2% | $6,730-22.8% |
| Admin fee / account holder | $44 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |