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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,237 | $172,111-65.6% | $150,298-60.6% | $137,256-56.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.07% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,696 | $4,636-63.4% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $4,718 | $6,166-23.5% | $5,453-13.5% | $6,407-26.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |