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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,603 | $107,666-42.8% | $102,184-39.7% | $154,746-60.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.64% | 29.33%-7.7pp | 31.58%-9.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $12,476 | $3,846+224.4% | $3,594+247.2% | $4,379+184.9% |
| Participant deferral / active EE | $20,834 | $8,719+138.9% | $8,309+150.7% | $6,730+209.6% |
| Admin fee / account holder | $149 | $12,943-98.9% | $11,609-98.7% | $14,365-99.0% |