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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,539 | $181,896-72.8% | $156,551-68.4% | $273,972-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.35% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $8,818 | $6,248+41.1% | $5,501+60.3% | $4,869+81.1% |
| Participant deferral / active EE | $5,700 | $5,550+2.7% | $4,871+17.0% | $5,287+7.8% |
| Admin fee / account holder | $268 | $15,560-98.3% | $13,028-97.9% | $10,133-97.4% |