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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,397 | $174,379-56.2% | $152,093-49.8% | $138,895-45.0% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 19.77% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $4,064 | $4,652-12.6% | $4,175-2.6% | $4,194-3.1% |
| Participant deferral / active EE | $4,944 | $6,159-19.7% | $5,451-9.3% | $6,396-22.7% |
| Admin fee / account holder | $147 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |