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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,727 | $156,398-50.3% | $147,318-47.2% | $138,895-44.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.60% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,300 | $4,853-52.6% | $4,593-49.9% | $4,194-45.2% |
| Participant deferral / active EE | $3,007 | $8,237-63.5% | $7,906-62.0% | $6,396-53.0% |
| Admin fee / account holder | $72 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |