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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,136 | $155,555-72.3% | $146,866-70.6% | $155,188-72.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 18.65% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,331 | $4,647-71.4% | $4,425-69.9% | $4,248-68.7% |
| Participant deferral / active EE | $3,850 | $8,044-52.1% | $7,759-50.4% | $6,531-41.0% |
| Admin fee / account holder | $19 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |