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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,241 | $111,535-52.3% | $105,223-49.4% | $137,256-61.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 19.32% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,570 | $3,939-60.1% | $3,689-57.4% | $4,156-62.2% |
| Participant deferral / active EE | $7,460 | $5,500+35.6% | $5,072+47.1% | $6,407+16.4% |
| Admin fee / account holder | $277 | $9,721-97.1% | $8,859-96.9% | $12,270-97.7% |