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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,446 | $154,228-86.1% | $145,433-85.3% | $137,256-84.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.22% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,736 | $4,804-43.1% | $4,554-39.9% | $4,156-34.2% |
| Participant deferral / active EE | $2,441 | $8,216-70.3% | $7,897-69.1% | $6,407-61.9% |
| Admin fee / account holder | $200 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |