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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,271 | $172,111-61.5% | $150,298-55.9% | $137,256-51.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.07% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,322 | $4,636-28.4% | $4,154-20.0% | $4,156-20.1% |
| Participant deferral / active EE | $9,290 | $6,166+50.7% | $5,453+70.4% | $6,407+45.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |