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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,273 | $154,228-79.1% | $145,433-77.8% | $137,256-76.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,745 | $4,804-22.0% | $4,554-17.8% | $4,156-9.9% |
| Participant deferral / active EE | $3,626 | $8,216-55.9% | $7,897-54.1% | $6,407-43.4% |
| Admin fee / account holder | $136 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |