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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,504 | $174,018-89.4% | $136,833-86.5% | $198,609-90.7% |
| Participation rate | 91.7% | 65.1%+26.5pp | 59.0%+32.6pp | 82.4%+9.3pp |
| Annual return | 26.94% | 35.16%-8.2pp | 35.32%-8.4pp | 202.70%-175.8pp |
| Employer contribution / active EE | $1,625 | $1,571+3.4% | $1,319+23.2% | $5,055-67.9% |
| Participant deferral / active EE | $5,226 | $2,873+81.9% | $2,441+114.1% | $6,977-25.1% |
| Admin fee / account holder | $124 | $5,434-97.7% | $4,706-97.4% | $19,030-99.4% |