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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,908 | $90,504-7.3% | $78,690+6.6% | $273,965-69.4% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 5.45% | 75.61%-70.2pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $12,953 | $3,176+307.9% | $2,851+354.4% | $4,869+166.0% |
| Participant deferral / active EE | $6,877 | $3,901+76.3% | $3,517+95.5% | $5,287+30.1% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,511-99.8% | $10,132-99.9% |