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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,059 | $154,228-59.8% | $145,433-57.3% | $137,256-54.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.80% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,940 | $4,804-38.8% | $4,554-35.4% | $4,156-29.3% |
| Participant deferral / active EE | $4,385 | $8,216-46.6% | $7,897-44.5% | $6,407-31.6% |
| Admin fee / account holder | $192 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |