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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,483 | $114,013-57.5% | $103,693-53.2% | $155,188-68.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 15.17% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,046 | $3,131-2.7% | $2,920+4.3% | $4,248-28.3% |
| Participant deferral / active EE | $5,126 | $4,970+3.1% | $4,579+11.9% | $6,531-21.5% |
| Admin fee / account holder | $260 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |