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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,828 | $227,291-53.0% | $214,702-50.2% | $155,188-31.2% |
| Participation rate | 76.5% | 88.0%-11.5pp | 87.5%-11.0pp | 80.8%-4.3pp |
| Annual return | 14.72% | 60.08%-45.4pp | 54.55%-39.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,973 | $6,772-70.9% | $6,461-69.5% | $4,248-53.5% |
| Participant deferral / active EE | $7,802 | $9,582-18.6% | $9,147-14.7% | $6,531+19.5% |
| Admin fee / account holder | $1 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |