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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,407 | $155,555-82.4% | $146,866-81.3% | $155,188-82.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 19.72% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,729 | $4,647-41.3% | $4,425-38.3% | $4,248-35.8% |
| Participant deferral / active EE | $4,235 | $8,044-47.4% | $7,759-45.4% | $6,531-35.2% |
| Admin fee / account holder | $156 | $14,755-98.9% | $13,620-98.9% | $14,480-98.9% |