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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,831 | $196,972-61.5% | $182,262-58.4% | $198,609-61.8% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 18.48% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $3,034 | $5,364-43.4% | $5,046-39.9% | $5,055-40.0% |
| Participant deferral / active EE | $9,680 | $8,643+12.0% | $8,276+17.0% | $6,977+38.7% |
| Admin fee / account holder | $162 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |