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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,260 | $103,392-2.1% | $87,104+16.3% | $152,897-33.8% |
| Participation rate | 73.9% | 79.4%-5.4pp | 76.9%-3.0pp | 82.5%-8.5pp |
| Annual return | 22.65% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,713 | $3,221-15.8% | $2,521+7.6% | $4,764-43.1% |
| Participant deferral / active EE | $2,007 | $4,778-58.0% | $4,048-50.4% | $5,851-65.7% |
| Admin fee / account holder | $12 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |