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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,796 | $117,904-82.4% | $102,457-79.7% | $145,978-85.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 33.43% | 31.80%+1.6pp | 29.41%+4.0pp | 550.52%-517.1pp |
| Employer contribution / active EE | $5,673 | $3,613+57.0% | $3,022+87.7% | $4,662+21.7% |
| Participant deferral / active EE | $9,153 | $5,733+59.6% | $5,054+81.1% | $6,690+36.8% |
| Admin fee / account holder | $203 | $13,329-98.5% | $9,451-97.9% | $13,400-98.5% |