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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,838 | $135,956-82.5% | $123,894-80.8% | $273,970-91.3% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 9.68% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,735 | $5,170-47.1% | $4,617-40.8% | $4,869-43.8% |
| Participant deferral / active EE | $5,407 | $6,343-14.7% | $5,984-9.6% | $5,287+2.3% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |