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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,175 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 21.59% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,014 | $4,804-78.9% | $4,554-77.7% | $4,156-75.6% |
| Participant deferral / active EE | $5,129 | $8,216-37.6% | $7,897-35.1% | $6,407-20.0% |
| Admin fee / account holder | $137 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |