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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,446 | $154,228-45.9% | $145,433-42.6% | $137,256-39.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $927 | $4,804-80.7% | $4,554-79.6% | $4,156-77.7% |
| Participant deferral / active EE | $10,936 | $8,216+33.1% | $7,897+38.5% | $6,407+70.7% |
| Admin fee / account holder | $32 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |