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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,815 | $156,398-79.7% | $147,318-78.4% | $138,895-77.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 23.68% | 78.75%-55.1pp | 70.43%-46.8pp | 145.39%-121.7pp |
| Employer contribution / active EE | $2,422 | $4,853-50.1% | $4,593-47.3% | $4,194-42.3% |
| Participant deferral / active EE | $5,077 | $8,237-38.4% | $7,906-35.8% | $6,396-20.6% |
| Admin fee / account holder | $136 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |