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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,241 | $185,312-83.7% | $161,489-81.3% | $154,746-80.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 23.88% | 103.84%-80.0pp | 89.72%-65.8pp | 172.34%-148.5pp |
| Employer contribution / active EE | $3,433 | $4,769-28.0% | $4,268-19.6% | $4,379-21.6% |
| Participant deferral / active EE | $6,121 | $6,350-3.6% | $5,630+8.7% | $6,730-9.0% |
| Admin fee / account holder | $47 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |