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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,764 | $174,379-89.2% | $152,093-87.7% | $138,895-86.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 24.39% | 74.86%-50.5pp | 66.36%-42.0pp | 145.39%-121.0pp |
| Employer contribution / active EE | $2,107 | $4,652-54.7% | $4,175-49.5% | $4,194-49.8% |
| Participant deferral / active EE | $3,245 | $6,159-47.3% | $5,451-40.5% | $6,396-49.3% |
| Admin fee / account holder | $28 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |