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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,129 | $172,111-84.8% | $150,298-82.6% | $137,256-81.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 21.48% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,848 | $4,636-60.1% | $4,154-55.5% | $4,156-55.5% |
| Participant deferral / active EE | $7,262 | $6,166+17.8% | $5,453+33.2% | $6,407+13.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |