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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,978 | $197,603-57.5% | $177,827-52.8% | $158,950-47.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.18% | 58.76%-45.6pp | 48.32%-35.1pp | 302.91%-289.7pp |
| Employer contribution / active EE | $1,598 | $6,698-76.1% | $5,918-73.0% | $4,762-66.5% |
| Participant deferral / active EE | $4,431 | $8,404-47.3% | $7,713-42.6% | $5,983-25.9% |
| Admin fee / account holder | $13 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |