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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,564 | $174,379-81.9% | $152,093-79.2% | $138,895-77.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 19.31% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,162 | $4,652-75.0% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $5,272 | $6,159-14.4% | $5,451-3.3% | $6,396-17.6% |
| Admin fee / account holder | $47 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |