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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,191 | $172,111-77.8% | $150,298-74.6% | $137,256-72.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.51% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,895 | $4,636-37.6% | $4,154-30.3% | $4,156-30.4% |
| Participant deferral / active EE | $5,772 | $6,166-6.4% | $5,453+5.8% | $6,407-9.9% |
| Admin fee / account holder | $148 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |