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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,233 | $172,111-84.2% | $150,298-81.9% | $137,256-80.2% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 25.21% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,340 | $4,636-49.5% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $6,936 | $6,166+12.5% | $5,453+27.2% | $6,407+8.3% |
| Admin fee / account holder | $53 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |