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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,072 | $162,136-75.9% | $152,301-74.3% | $154,746-74.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 13.91% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,254 | $8,341-49.0% | $8,004-46.9% | $6,730-36.8% |
| Admin fee / account holder | $242 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |