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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,528 | $153,769-47.0% | $133,975-39.1% | $273,972-70.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.00% | 36.51%-24.5pp | 29.29%-17.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $13,927 | $6,029+131.0% | $5,211+167.2% | $4,869+186.0% |
| Participant deferral / active EE | $12,902 | $6,958+85.4% | $6,282+105.4% | $5,287+144.0% |
| Admin fee / account holder | $54 | $11,765-99.5% | $9,324-99.4% | $10,133-99.5% |