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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,657 | $149,679-60.1% | $117,039-49.0% | $147,586-59.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 17.67% | 19.31%-1.6pp | 18.95%-1.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $5,474 | $4,937+10.9% | $3,785+44.6% | $4,876+12.3% |
| Participant deferral / active EE | $1,807 | $4,912-63.2% | $3,929-54.0% | $5,439-66.8% |
| Admin fee / account holder | $136 | $7,856-98.3% | $5,974-97.7% | $10,886-98.7% |