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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,172 | $209,336-62.2% | $197,124-59.8% | $137,256-42.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 23.23% | 48.09%-24.9pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $7,281 | $6,591+10.5% | $6,227+16.9% | $4,156+75.2% |
| Participant deferral / active EE | $13,569 | $9,614+41.1% | $9,135+48.5% | $6,407+111.8% |
| Admin fee / account holder | $13 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |