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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,093 | $172,111-55.8% | $150,298-49.4% | $137,256-44.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.64% | 69.37%-49.7pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,850 | $4,636+4.6% | $4,154+16.8% | $4,156+16.7% |
| Participant deferral / active EE | $5,044 | $6,166-18.2% | $5,453-7.5% | $6,407-21.3% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |