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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,350 | $227,291-73.4% | $214,702-71.9% | $155,188-61.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 17.65% | 60.08%-42.4pp | 54.55%-36.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,503 | $6,772-63.0% | $6,461-61.3% | $4,248-41.1% |
| Participant deferral / active EE | $3,805 | $9,582-60.3% | $9,147-58.4% | $6,531-41.7% |
| Admin fee / account holder | $70 | $20,413-99.7% | $19,830-99.6% | $14,480-99.5% |