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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,765 | $71,957+35.9% | $67,652+44.5% | $59,188+65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 6.34% | 8.53%-2.2pp | 6625.40%-6619.1pp | 5.51%+0.8pp |
| Employer contribution / active EE | $2,180 | $2,432-10.3% | $2,266-3.8% | $2,098+3.9% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |