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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,368 | $100,970-66.0% | $96,576-64.4% | $137,256-75.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.49% | 38.16%-13.7pp | 38.47%-14.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $4,801 | $3,809+26.0% | $3,553+35.1% | $4,156+15.5% |
| Participant deferral / active EE | $9,103 | $8,286+9.9% | $7,956+14.4% | $6,407+42.1% |
| Admin fee / account holder | $174 | $11,312-98.5% | $11,381-98.5% | $12,270-98.6% |