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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,242 | $172,111-77.2% | $150,298-73.9% | $137,256-71.4% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 21.45% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,941 | $4,636-58.1% | $4,154-53.3% | $4,156-53.3% |
| Participant deferral / active EE | $4,320 | $6,166-29.9% | $5,453-20.8% | $6,407-32.6% |
| Admin fee / account holder | $53 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |