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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,848 | $59,584+3.8% | $86,868-28.8% | $79,393-22.1% |
| Participation rate | 79.6% | 67.7%+12.0pp | 71.6%+8.0pp | 70.7%+8.9pp |
| Annual return | 16.74% | 23.15%-6.4pp | 63.53%-46.8pp | 116.87%-100.1pp |
| Employer contribution / active EE | $4,630 | $1,768+161.9% | $2,496+85.5% | $2,428+90.7% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $12 | $604-97.9% | $5,829-99.8% | $627-98.0% |