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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,655 | $106,247-37.3% | $96,515-30.9% | $139,466-52.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.25% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $6,281 | $4,106+53.0% | $3,740+68.0% | $4,754+32.1% |
| Participant deferral / active EE | $4,370 | $5,456-19.9% | $4,880-10.4% | $6,712-34.9% |
| Admin fee / account holder | $19 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |