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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,063 | $135,956-83.0% | $123,894-81.4% | $273,972-91.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.29% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,908 | $5,170-63.1% | $4,617-58.7% | $4,869-60.8% |
| Participant deferral / active EE | $2,814 | $6,343-55.6% | $5,984-53.0% | $5,287-46.8% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |