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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,846 | $135,956-48.6% | $123,894-43.6% | $273,972-74.5% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 8.43% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,017 | $5,170-22.3% | $4,617-13.0% | $4,869-17.5% |
| Participant deferral / active EE | $9,782 | $6,343+54.2% | $5,984+63.5% | $5,287+85.0% |
| Admin fee / account holder | $102 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |