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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,257 | $211,946-89.0% | $169,452-86.3% | $135,379-82.8% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | 37.99% | 3.26%+34.7pp | 1.83%+36.2pp | 519.79%-481.8pp |
| Employer contribution / active EE | $7,382 | $5,117+44.3% | $4,157+77.6% | $4,779+54.5% |
| Participant deferral / active EE | $5,025 | $6,075-17.3% | $5,277-4.8% | $5,609-10.4% |
| Admin fee / account holder | $151 | $11,472-98.7% | $9,110-98.3% | $10,828-98.6% |