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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,406 | $227,291-71.2% | $214,702-69.5% | $155,188-57.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 21.77% | 60.08%-38.3pp | 54.55%-32.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $3,028 | $6,772-55.3% | $6,461-53.1% | $4,248-28.7% |
| Participant deferral / active EE | $6,145 | $9,582-35.9% | $9,147-32.8% | $6,531-5.9% |
| Admin fee / account holder | $24 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |