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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,460 | $172,111-74.2% | $150,298-70.4% | $137,256-67.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 74.81% | 69.37%+5.4pp | 62.79%+12.0pp | 220.34%-145.5pp |
| Employer contribution / active EE | $2,247 | $4,636-51.5% | $4,154-45.9% | $4,156-45.9% |
| Participant deferral / active EE | $11,235 | $6,166+82.2% | $5,453+106.0% | $6,407+75.4% |
| Admin fee / account holder | $67 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |