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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,018 | $162,136-84.0% | $152,301-82.9% | $154,746-83.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.70% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,060 | $4,890-57.9% | $4,624-55.4% | $4,379-52.9% |
| Participant deferral / active EE | $4,546 | $8,341-45.5% | $8,004-43.2% | $6,730-32.4% |
| Admin fee / account holder | $183 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |