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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,634 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 23.50% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $11,696 | $4,804+143.5% | $4,554+156.8% | $4,156+181.4% |
| Participant deferral / active EE | $25,344 | $8,216+208.5% | $7,897+220.9% | $6,407+295.6% |
| Admin fee / account holder | $114 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |