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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,020 | $156,398-54.6% | $147,318-51.8% | $138,895-48.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 18.37% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,677 | $4,853-24.2% | $4,593-19.9% | $4,194-12.3% |
| Participant deferral / active EE | $7,813 | $8,237-5.2% | $7,906-1.2% | $6,396+22.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |