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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,915 | $162,136-87.7% | $152,301-86.9% | $154,746-87.1% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 31.53% | 91.02%-59.5pp | 80.50%-49.0pp | 172.34%-140.8pp |
| Employer contribution / active EE | $2,099 | $4,890-57.1% | $4,624-54.6% | $4,379-52.1% |
| Participant deferral / active EE | $2,909 | $8,341-65.1% | $8,004-63.6% | $6,730-56.8% |
| Admin fee / account holder | $61 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |