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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,027 | $209,336-68.5% | $197,124-66.5% | $137,256-51.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.06% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,794 | $6,591-57.6% | $6,227-55.1% | $4,156-32.8% |
| Participant deferral / active EE | $3,835 | $9,614-60.1% | $9,135-58.0% | $6,407-40.1% |
| Admin fee / account holder | $28 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |