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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,060 | $153,311-33.4% | $109,313-6.6% | $273,972-62.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.01% | 29.86%-24.8pp | 22.07%-17.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $6,500 | $5,619+15.7% | $3,892+67.0% | $4,869+33.5% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38 | $8,076-99.5% | $5,666-99.3% | $10,133-99.6% |