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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,526 | $94,766-5.5% | $112,923-20.7% | $139,487-35.8% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 22.63% | 40.96%-18.3pp | 34.13%-11.5pp | 373.84%-351.2pp |
| Employer contribution / active EE | $13,086 | $4,636+182.2% | $4,570+186.3% | $4,755+175.2% |
| Participant deferral / active EE | $8,079 | $6,523+23.8% | $6,520+23.9% | $6,713+20.4% |
| Admin fee / account holder | $20 | $8,529-99.8% | $7,046-99.7% | $11,407-99.8% |