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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,552 | $254,759-42.9% | $216,567-32.8% | $198,609-26.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.49% | 10.04%-2.6pp | 12.94%-5.5pp | 202.70%-195.2pp |
| Employer contribution / active EE | $2,449 | $6,096-59.8% | $5,216-53.0% | $5,055-51.6% |
| Participant deferral / active EE | $3,692 | $6,948-46.9% | $6,191-40.4% | $6,977-47.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |