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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,583 | $156,398-76.6% | $147,318-75.2% | $138,895-73.7% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 20.48% | 78.75%-58.3pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,845 | $4,853-62.0% | $4,593-59.8% | $4,194-56.0% |
| Participant deferral / active EE | $5,916 | $8,237-28.2% | $7,906-25.2% | $6,396-7.5% |
| Admin fee / account holder | $56 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |