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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,948 | $155,555-83.3% | $146,866-82.3% | $155,188-83.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 18.34% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,613 | $4,647-22.2% | $4,425-18.3% | $4,248-14.9% |
| Participant deferral / active EE | $8,541 | $8,044+6.2% | $7,759+10.1% | $6,531+30.8% |
| Admin fee / account holder | $237 | $14,755-98.4% | $13,620-98.3% | $14,480-98.4% |