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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,060 | $162,136-67.9% | $152,301-65.8% | $154,746-66.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.97% | 91.02%-68.1pp | 80.50%-57.5pp | 172.34%-149.4pp |
| Employer contribution / active EE | $3,115 | $4,890-36.3% | $4,624-32.6% | $4,379-28.9% |
| Participant deferral / active EE | $8,138 | $8,341-2.4% | $8,004+1.7% | $6,730+20.9% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |