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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,256 | $155,555-80.5% | $146,866-79.4% | $155,188-80.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 21.59% | 115.41%-93.8pp | 102.85%-81.3pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,587 | $4,647-65.8% | $4,425-64.1% | $4,248-62.6% |
| Participant deferral / active EE | $6,848 | $8,044-14.9% | $7,759-11.7% | $6,531+4.8% |
| Admin fee / account holder | $224 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |