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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,869 | $162,136-87.7% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 23.79% | 91.02%-67.2pp | 80.50%-56.7pp | 172.34%-148.6pp |
| Employer contribution / active EE | $2,112 | $4,890-56.8% | $4,624-54.3% | $4,379-51.8% |
| Participant deferral / active EE | $3,659 | $8,341-56.1% | $8,004-54.3% | $6,730-45.6% |
| Admin fee / account holder | $59 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |