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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,925 | $174,379-47.9% | $152,093-40.2% | $138,895-34.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 21.06% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,743 | $4,652-62.5% | $4,175-58.2% | $4,194-58.4% |
| Participant deferral / active EE | $16,899 | $6,159+174.4% | $5,451+210.0% | $6,396+164.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |