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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,680 | $162,785-49.2% | $133,959-38.3% | $158,950-48.0% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 8.62% | 41.94%-33.3pp | 45.09%-36.5pp | 302.91%-294.3pp |
| Employer contribution / active EE | $2,534 | $4,975-49.1% | $3,919-35.3% | $4,762-46.8% |
| Participant deferral / active EE | $1,975 | $5,910-66.6% | $5,047-60.9% | $5,983-67.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |