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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,988 | $148,629-42.8% | $135,982-37.5% | $139,487-39.1% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 31.63% | 79.33%-47.7pp | 68.32%-36.7pp | 373.84%-342.2pp |
| Employer contribution / active EE | $3,779 | $5,247-28.0% | $4,859-22.2% | $4,755-20.5% |
| Participant deferral / active EE | $12,459 | $8,102+53.8% | $7,760+60.6% | $6,713+85.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |