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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,946 | $155,555-89.7% | $146,866-89.1% | $155,188-89.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.47% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,609 | $4,647-65.4% | $4,425-63.6% | $4,248-62.1% |
| Participant deferral / active EE | $3,425 | $8,044-57.4% | $7,759-55.9% | $6,531-47.6% |
| Admin fee / account holder | $162 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |