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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,074 | $114,013-78.9% | $103,693-76.8% | $155,188-84.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 22.18% | 49.31%-27.1pp | 47.61%-25.4pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,246 | $3,131-60.2% | $2,920-57.3% | $4,248-70.7% |
| Participant deferral / active EE | $5,401 | $4,970+8.7% | $4,579+17.9% | $6,531-17.3% |
| Admin fee / account holder | $214 | $8,407-97.5% | $7,858-97.3% | $14,480-98.5% |