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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,688 | $154,228-89.2% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 23.90% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,898 | $4,804-60.5% | $4,554-58.3% | $4,156-54.3% |
| Participant deferral / active EE | $3,366 | $8,216-59.0% | $7,897-57.4% | $6,407-47.5% |
| Admin fee / account holder | $192 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |