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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,900 | $156,398-38.7% | $147,318-34.9% | $138,895-31.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 21.87% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,920 | $4,853-39.8% | $4,593-36.4% | $4,194-30.4% |
| Participant deferral / active EE | $9,944 | $8,237+20.7% | $7,906+25.8% | $6,396+55.5% |
| Admin fee / account holder | $52 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |