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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,175 | $96,558+8.9% | $80,977+29.9% | $273,972-61.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.04% | 15.14%-6.1pp | 17.11%-8.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,769 | $4,869-22.6% | $3,715+1.5% | $4,869-22.6% |
| Participant deferral / active EE | $10,480 | $6,598+58.9% | $5,696+84.0% | $5,287+98.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |