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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,748 | $87,841+55.7% | $133,981+2.1% | $62,891+117.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.99% | 12.05%-2.1pp | 29.30%-19.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,676 | $3,483-23.2% | $5,211-48.7% | $2,281+17.3% |
| Participant deferral / active EE | $5,196 | $4,812+8.0% | $6,282-17.3% | $3,203+62.2% |
| Admin fee / account holder | $191 | $5,371-96.4% | $9,324-98.0% | $4,296-95.6% |