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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,794 | $199,109-79.0% | $173,730-75.9% | $154,746-73.0% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 22.50% | 20.02%+2.5pp | 19.96%+2.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,268 | $5,311-57.3% | $4,577-50.5% | $4,379-48.2% |
| Participant deferral / active EE | $6,962 | $7,113-2.1% | $6,326+10.1% | $6,730+3.4% |
| Admin fee / account holder | $19 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |