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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,838 | $185,312-81.7% | $161,489-79.0% | $154,746-78.1% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 19.74% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,697 | $4,769-64.4% | $4,268-60.2% | $4,379-61.2% |
| Participant deferral / active EE | $2,330 | $6,350-63.3% | $5,630-58.6% | $6,730-65.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |