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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,900 | $135,956-44.2% | $123,894-38.7% | $273,972-72.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.81% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $4,213 | $5,170-18.5% | $4,617-8.8% | $4,869-13.5% |
| Participant deferral / active EE | $8,901 | $6,343+40.3% | $5,984+48.7% | $5,287+68.3% |
| Admin fee / account holder | $245 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |