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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,432 | $155,555-84.3% | $146,866-83.4% | $155,188-84.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 22.17% | 115.41%-93.2pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,633 | $4,647-64.9% | $4,425-63.1% | $4,248-61.6% |
| Participant deferral / active EE | $5,131 | $8,044-36.2% | $7,759-33.9% | $6,531-21.4% |
| Admin fee / account holder | $52 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |