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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,946 | $148,623-84.6% | $135,974-83.1% | $139,466-83.5% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 26.26% | 79.30%-53.0pp | 68.30%-42.0pp | 373.66%-347.4pp |
| Employer contribution / active EE | $1,580 | $5,246-69.9% | $4,859-67.5% | $4,754-66.8% |
| Participant deferral / active EE | $6,477 | $8,103-20.1% | $7,760-16.5% | $6,712-3.5% |
| Admin fee / account holder | $272 | $12,406-97.8% | $10,767-97.5% | $11,409-97.6% |