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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,628 | $156,398-49.1% | $147,318-45.9% | $138,895-42.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 22.43% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,461 | $4,853-49.3% | $4,593-46.4% | $4,194-41.3% |
| Participant deferral / active EE | $8,200 | $8,237-0.5% | $7,906+3.7% | $6,396+28.2% |
| Admin fee / account holder | $83 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |