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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,029 | $172,111-59.9% | $150,298-54.1% | $137,256-49.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,608 | $4,636-65.3% | $4,154-61.3% | $4,156-61.3% |
| Participant deferral / active EE | $12,522 | $6,166+103.1% | $5,453+129.7% | $6,407+95.5% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |