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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,440 | $181,062-85.4% | $158,223-83.3% | $155,188-83.0% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 19.31% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,365 | $4,565-70.1% | $4,109-66.8% | $4,248-67.9% |
| Participant deferral / active EE | $6,015 | $6,134-1.9% | $5,467+10.0% | $6,531-7.9% |
| Admin fee / account holder | $276 | $18,825-98.5% | $16,047-98.3% | $14,480-98.1% |