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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,170 | $201,264-79.5% | $184,185-77.6% | $145,978-71.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.98% | 29.00%-14.0pp | 28.81%-13.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,714 | $7,021-61.3% | $6,426-57.8% | $4,662-41.8% |
| Participant deferral / active EE | $6,252 | $9,806-36.2% | $9,132-31.5% | $6,690-6.5% |
| Admin fee / account holder | $247 | $16,376-98.5% | $13,909-98.2% | $13,400-98.2% |