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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,753 | $111,814-12.6% | $103,374-5.4% | $145,959-33.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,531 | $4,214-16.2% | $3,869-8.8% | $4,661-24.2% |
| Participant deferral / active EE | $6,305 | $5,618+12.2% | $5,058+24.7% | $6,689-5.7% |
| Admin fee / account holder | $133 | $9,754-98.6% | $8,394-98.4% | $13,398-99.0% |