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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,183 | $148,629-86.4% | $135,982-85.2% | $139,487-85.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.58% | 79.33%-58.7pp | 68.32%-47.7pp | 373.84%-353.3pp |
| Employer contribution / active EE | $2,395 | $5,247-54.3% | $4,859-50.7% | $4,755-49.6% |
| Participant deferral / active EE | $3,967 | $8,102-51.0% | $7,760-48.9% | $6,713-40.9% |
| Admin fee / account holder | $84 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |