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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,738 | $172,111-86.8% | $150,298-84.9% | $137,256-83.4% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 20.50% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,835 | $4,636-60.4% | $4,154-55.8% | $4,156-55.8% |
| Participant deferral / active EE | $4,156 | $6,166-32.6% | $5,453-23.8% | $6,407-35.1% |
| Admin fee / account holder | $79 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |