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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,707 | $178,174-81.1% | $156,181-78.4% | $137,256-75.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 21.28% | 84.19%-62.9pp | 64.87%-43.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,337 | $4,972-32.9% | $4,294-22.3% | $4,156-19.7% |
| Participant deferral / active EE | $7,268 | $6,888+5.5% | $6,132+18.5% | $6,407+13.4% |
| Admin fee / account holder | $25 | $17,404-99.9% | $14,586-99.8% | $12,270-99.8% |