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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,192 | $106,864-72.7% | $147,318-80.2% | $82,637-64.7% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.1%+16.6pp | 68.1%+30.6pp |
| Annual return | 48.08% | 27.49%+20.6pp | 70.43%-22.3pp | 53.51%-5.4pp |
| Employer contribution / active EE | $2,187 | $3,417-36.0% | $4,593-52.4% | $2,552-14.3% |
| Participant deferral / active EE | $5,579 | $6,496-14.1% | $7,906-29.4% | $4,126+35.2% |
| Admin fee / account holder | $129 | $8,415-98.5% | $13,708-99.1% | $7,339-98.2% |