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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,092 | $199,109-60.8% | $173,730-55.0% | $154,746-49.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.04% | 20.02%-9.0pp | 19.96%-8.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,249 | $5,311-57.7% | $4,577-50.9% | $4,379-48.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $249 | $20,916-98.8% | $17,523-98.6% | $14,365-98.3% |