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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,055 | $178,174-82.0% | $156,181-79.5% | $137,256-76.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.00% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,457 | $4,972-70.7% | $4,294-66.1% | $4,156-64.9% |
| Participant deferral / active EE | $5,167 | $6,888-25.0% | $6,132-15.7% | $6,407-19.4% |
| Admin fee / account holder | $223 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |