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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,561 | $162,136-55.2% | $152,301-52.4% | $154,746-53.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 18.51% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,023 | $4,890-38.2% | $4,624-34.6% | $4,379-31.0% |
| Participant deferral / active EE | $3,283 | $8,341-60.6% | $8,004-59.0% | $6,730-51.2% |
| Admin fee / account holder | $75 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |