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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,370 | $154,228-55.0% | $145,433-52.3% | $137,256-49.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,096 | $4,804-35.6% | $4,554-32.0% | $4,156-25.5% |
| Participant deferral / active EE | $6,002 | $8,216-27.0% | $7,897-24.0% | $6,407-6.3% |
| Admin fee / account holder | $200 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |