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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $162,136-84.9% | $152,301-83.9% | $154,746-84.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.52% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,516 | $4,890-69.0% | $4,624-67.2% | $4,379-65.4% |
| Participant deferral / active EE | $4,376 | $8,341-47.5% | $8,004-45.3% | $6,730-35.0% |
| Admin fee / account holder | $57 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |