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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,685 | $197,594-60.7% | $177,822-56.3% | $158,931-51.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 7.82% | 58.76%-50.9pp | 48.32%-40.5pp | 302.86%-295.0pp |
| Employer contribution / active EE | $6,747 | $6,697+0.7% | $5,918+14.0% | $4,761+41.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |