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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,160 | $185,883-77.9% | $170,043-75.8% | $139,466-70.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 27.89% | 60.54%-32.6pp | 53.40%-25.5pp | 373.66%-345.8pp |
| Employer contribution / active EE | $2,703 | $7,596-64.4% | $6,790-60.2% | $4,754-43.1% |
| Participant deferral / active EE | $11,989 | $11,626+3.1% | $10,410+15.2% | $6,712+78.6% |
| Admin fee / account holder | $18 | $15,393-99.9% | $12,824-99.9% | $11,409-99.8% |