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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,733 | $156,398-34.3% | $147,318-30.3% | $138,895-26.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 17.00% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,055 | $4,853-57.7% | $4,593-55.3% | $4,194-51.0% |
| Participant deferral / active EE | $3,588 | $8,237-56.4% | $7,906-54.6% | $6,396-43.9% |
| Admin fee / account holder | $68 | $14,976-99.5% | $13,708-99.5% | $12,562-99.5% |