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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,074 | $181,062-85.0% | $158,223-82.9% | $155,188-82.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.89% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $4,020 | $4,565-11.9% | $4,109-2.2% | $4,248-5.4% |
| Participant deferral / active EE | $6,484 | $6,134+5.7% | $5,467+18.6% | $6,531-0.7% |
| Admin fee / account holder | $68 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |