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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,371 | $152,612-48.0% | $125,192-36.6% | $152,897-48.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 21.14% | 54.85%-33.7pp | 43.79%-22.7pp | 345.43%-324.3pp |
| Employer contribution / active EE | $7,728 | $4,947+56.2% | $3,866+99.9% | $4,764+62.2% |
| Participant deferral / active EE | $9,319 | $5,868+58.8% | $4,937+88.7% | $5,851+59.3% |
| Admin fee / account holder | $187 | $13,437-98.6% | $9,704-98.1% | $11,599-98.4% |