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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,294 | $183,627-75.3% | $155,602-70.9% | $145,978-69.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.42% | 61.32%-47.9pp | 64.81%-51.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,004 | $5,316-62.3% | $4,675-57.1% | $4,662-57.0% |
| Participant deferral / active EE | $2,670 | $6,466-58.7% | $5,629-52.6% | $6,690-60.1% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.8% |