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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,105 | $156,398-62.2% | $147,318-59.9% | $138,895-57.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 25.37% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.0pp |
| Employer contribution / active EE | $5,838 | $4,853+20.3% | $4,593+27.1% | $4,194+39.2% |
| Participant deferral / active EE | $12,830 | $8,237+55.7% | $7,906+62.3% | $6,396+100.6% |
| Admin fee / account holder | $65 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |