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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,693 | $155,555-87.3% | $146,866-86.6% | $155,188-87.3% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 20.83% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,187 | $4,647-52.9% | $4,425-50.6% | $4,248-48.5% |
| Participant deferral / active EE | $3,284 | $8,044-59.2% | $7,759-57.7% | $6,531-49.7% |
| Admin fee / account holder | $43 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |