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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,390 | $136,860-74.9% | $120,344-71.4% | $154,746-77.8% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 61.26% | 21.38%+39.9pp | 20.30%+41.0pp | 172.34%-111.1pp |
| Employer contribution / active EE | $4,038 | $3,533+14.3% | $3,020+33.7% | $4,379-7.8% |
| Participant deferral / active EE | $12,517 | $5,793+116.1% | $5,135+143.8% | $6,730+86.0% |
| Admin fee / account holder | $26 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |