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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,368 | $153,769-71.8% | $133,975-67.6% | $273,972-84.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.84% | 36.51%-18.7pp | 29.29%-11.5pp | 41.46%-23.6pp |
| Employer contribution / active EE | $16,589 | $6,029+175.2% | $5,211+218.3% | $4,869+240.7% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $188 | $11,765-98.4% | $9,324-98.0% | $10,133-98.1% |