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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,484 | $148,582-84.2% | $135,942-82.7% | $139,456-83.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.25% | 79.26%-62.0pp | 68.28%-51.0pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,955 | $5,245-43.7% | $4,858-39.2% | $4,753-37.8% |
| Participant deferral / active EE | $6,102 | $8,101-24.7% | $7,759-21.4% | $6,711-9.1% |
| Admin fee / account holder | $42 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |