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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,628 | $212,386-23.0% | $199,883-18.1% | $138,895+17.8% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 16.45% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,064 | $6,625-53.7% | $6,261-51.1% | $4,194-26.9% |
| Participant deferral / active EE | $9,354 | $9,617-2.7% | $9,138+2.4% | $6,396+46.2% |
| Admin fee / account holder | $73 | $18,233-99.6% | $17,268-99.6% | $12,562-99.4% |