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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,888 | $209,336-50.9% | $197,124-47.8% | $137,256-25.0% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 18.81% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $9,909 | $6,591+50.4% | $6,227+59.1% | $4,156+138.4% |
| Participant deferral / active EE | $4,896 | $9,614-49.1% | $9,135-46.4% | $6,407-23.6% |
| Admin fee / account holder | $117 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |