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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,370 | $201,264-53.1% | $184,185-48.8% | $145,978-35.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 19.35% | 29.00%-9.7pp | 28.81%-9.5pp | 550.52%-531.2pp |
| Employer contribution / active EE | $2,009 | $7,021-71.4% | $6,426-68.7% | $4,662-56.9% |
| Participant deferral / active EE | $9,650 | $9,806-1.6% | $9,132+5.7% | $6,690+44.2% |
| Admin fee / account holder | $56 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |