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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,761 | $275,752-39.2% | $256,809-34.7% | $198,609-15.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.88% | 34.81%-16.9pp | 32.73%-14.8pp | 202.70%-184.8pp |
| Employer contribution / active EE | $5,496 | $7,721-28.8% | $7,263-24.3% | $5,055+8.7% |
| Participant deferral / active EE | $19,375 | $10,037+93.0% | $9,520+103.5% | $6,977+177.7% |
| Admin fee / account holder | $176 | $25,716-99.3% | $25,146-99.3% | $19,030-99.1% |