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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,532 | $154,228-60.8% | $145,433-58.4% | $137,256-55.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.44% | 74.59%-55.2pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,266 | $4,804-52.8% | $4,554-50.3% | $4,156-45.5% |
| Participant deferral / active EE | $6,649 | $8,216-19.1% | $7,897-15.8% | $6,407+3.8% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |