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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,698 | $135,956-50.9% | $123,894-46.2% | $273,972-75.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.58% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,237 | $5,170-37.4% | $4,617-29.9% | $4,869-33.5% |
| Participant deferral / active EE | $6,030 | $6,343-4.9% | $5,984+0.8% | $5,287+14.0% |
| Admin fee / account holder | $197 | $9,817-98.0% | $8,357-97.6% | $10,133-98.1% |