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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,851 | $154,228-70.9% | $145,433-69.2% | $137,256-67.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.50% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,528 | $4,804-47.4% | $4,554-44.5% | $4,156-39.2% |
| Participant deferral / active EE | $5,702 | $8,216-30.6% | $7,897-27.8% | $6,407-11.0% |
| Admin fee / account holder | $95 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |