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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,903 | $215,361-54.5% | $171,082-42.8% | $273,972-64.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.13% | 25.14%-15.0pp | 32.56%-22.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $7,379 | $4,967+48.6% | $4,002+84.4% | $4,869+51.6% |
| Participant deferral / active EE | $5,135 | $5,543-7.4% | $4,797+7.0% | $5,287-2.9% |
| Admin fee / account holder | $59 | $10,846-99.5% | $8,520-99.3% | $10,133-99.4% |