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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,765 | $181,896-82.0% | $156,551-79.1% | $273,972-88.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.37% | 30.74%-15.4pp | 32.23%-16.9pp | 41.46%-26.1pp |
| Employer contribution / active EE | $8,160 | $6,248+30.6% | $5,501+48.3% | $4,869+67.6% |
| Participant deferral / active EE | $12,257 | $5,550+120.8% | $4,871+151.6% | $5,287+131.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |