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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,255 | $152,592-73.6% | $125,180-67.8% | $152,885-73.7% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 19.88% | 54.84%-35.0pp | 43.79%-23.9pp | 345.39%-325.5pp |
| Employer contribution / active EE | $7,900 | $4,947+59.7% | $3,866+104.4% | $4,763+65.8% |
| Participant deferral / active EE | $3,964 | $5,868-32.5% | $4,937-19.7% | $5,851-32.3% |
| Admin fee / account holder | $192 | $13,435-98.6% | $9,703-98.0% | $11,598-98.3% |