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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,983 | $162,136-58.7% | $152,301-56.0% | $154,746-56.7% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 22.08% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $5,381 | $4,890+10.0% | $4,624+16.4% | $4,379+22.9% |
| Participant deferral / active EE | $9,653 | $8,341+15.7% | $8,004+20.6% | $6,730+43.4% |
| Admin fee / account holder | $76 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |