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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,289 | $155,555-87.6% | $146,866-86.9% | $155,188-87.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 25.17% | 115.41%-90.2pp | 102.85%-77.7pp | 148.84%-123.7pp |
| Employer contribution / active EE | $2,318 | $4,647-50.1% | $4,425-47.6% | $4,248-45.4% |
| Participant deferral / active EE | $2,777 | $8,044-65.5% | $7,759-64.2% | $6,531-57.5% |
| Admin fee / account holder | $25 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |