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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,155 | $123,155-84.4% | $108,753-82.4% | $155,188-87.7% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 20.14% | 44.73%-24.6pp | 37.47%-17.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $2,447 | $2,811-12.9% | $2,427+0.9% | $4,248-42.4% |
| Participant deferral / active EE | $3,463 | $4,623-25.1% | $4,115-15.8% | $6,531-47.0% |
| Admin fee / account holder | $49 | $12,126-99.6% | $10,320-99.5% | $14,480-99.7% |