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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,406 | $156,398-60.7% | $147,318-58.3% | $138,895-55.8% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 20.77% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,000 | $4,853-58.8% | $4,593-56.4% | $4,194-52.3% |
| Participant deferral / active EE | $6,294 | $8,237-23.6% | $7,906-20.4% | $6,396-1.6% |
| Admin fee / account holder | $88 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |