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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,369 | $254,759-55.5% | $216,567-47.7% | $198,609-42.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 6.14% | 10.04%-3.9pp | 12.94%-6.8pp | 202.70%-196.6pp |
| Employer contribution / active EE | $8,248 | $6,096+35.3% | $5,216+58.1% | $5,055+63.2% |
| Participant deferral / active EE | $7,559 | $6,948+8.8% | $6,191+22.1% | $6,977+8.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |