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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,186 | $201,264-52.2% | $184,185-47.8% | $145,978-34.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 17.13% | 29.00%-11.9pp | 28.81%-11.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $3,741 | $7,021-46.7% | $6,426-41.8% | $4,662-19.8% |
| Participant deferral / active EE | $3,147 | $9,806-67.9% | $9,132-65.5% | $6,690-53.0% |
| Admin fee / account holder | $256 | $16,376-98.4% | $13,909-98.2% | $13,400-98.1% |