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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,261 | $223,823-68.2% | $211,142-66.2% | $154,746-53.9% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 22.39% | 50.39%-28.0pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $3,458 | $6,787-49.0% | $6,442-46.3% | $4,379-21.0% |
| Participant deferral / active EE | $12,536 | $9,750+28.6% | $9,284+35.0% | $6,730+86.3% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |