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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,034 | $174,379-55.3% | $152,093-48.7% | $138,895-43.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 12.08% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $4,801 | $4,652+3.2% | $4,175+15.0% | $4,194+14.5% |
| Participant deferral / active EE | $6,100 | $6,159-1.0% | $5,451+11.9% | $6,396-4.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |