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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,027 | $183,516-57.5% | $155,534-49.8% | $145,884-46.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.10% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,847 | $5,315-27.6% | $4,675-17.7% | $4,662-17.5% |
| Participant deferral / active EE | $7,081 | $6,467+9.5% | $5,630+25.8% | $6,690+5.9% |
| Admin fee / account holder | $165 | $19,293-99.1% | $15,900-99.0% | $13,392-98.8% |