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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,499 | $124,425-44.1% | $112,040-38.0% | $137,256-49.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.60% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,175 | $3,411+139.6% | $2,954+176.7% | $4,156+96.7% |
| Participant deferral / active EE | $8,074 | $5,718+41.2% | $5,098+58.4% | $6,407+26.0% |
| Admin fee / account holder | -$350 | $15,207-102.3% | $12,098-102.9% | $12,270-102.9% |