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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,628 | $184,014-71.9% | $161,149-68.0% | $138,895-62.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.17% | 21.52%-2.4pp | 21.16%-2.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,153 | $5,055-37.6% | $4,360-27.7% | $4,194-24.8% |
| Participant deferral / active EE | $8,928 | $6,909+29.2% | $6,153+45.1% | $6,396+39.6% |
| Admin fee / account holder | $64 | $18,027-99.6% | $15,194-99.6% | $12,562-99.5% |