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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,332 | $154,228-77.7% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 21.45% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $6,947 | $4,804+44.6% | $4,554+52.5% | $4,156+67.2% |
| Participant deferral / active EE | $4,474 | $8,216-45.6% | $7,897-43.4% | $6,407-30.2% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |