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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,873 | $154,228-54.7% | $145,433-52.0% | $137,256-49.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.39% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,348 | $4,804-30.3% | $4,554-26.5% | $4,156-19.5% |
| Participant deferral / active EE | $7,465 | $8,216-9.1% | $7,897-5.5% | $6,407+16.5% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |