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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,292 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.47% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,229 | $4,804-53.6% | $4,554-51.1% | $4,156-46.4% |
| Participant deferral / active EE | $6,572 | $8,216-20.0% | $7,897-16.8% | $6,407+2.6% |
| Admin fee / account holder | $137 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |