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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,892 | $181,062-89.0% | $158,223-87.4% | $155,188-87.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 21.80% | 57.39%-35.6pp | 52.09%-30.3pp | 148.84%-127.0pp |
| Employer contribution / active EE | $5,435 | $4,565+19.1% | $4,109+32.3% | $4,248+28.0% |
| Participant deferral / active EE | $3,985 | $6,134-35.0% | $5,467-27.1% | $6,531-39.0% |
| Admin fee / account holder | $245 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |