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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,561 | $174,379-80.8% | $152,093-77.9% | $138,895-75.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.13% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $73 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |