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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,011 | $135,956-33.1% | $123,894-26.5% | $273,972-66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.07% | 56.63%-47.6pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,386 | $5,170-73.2% | $4,617-70.0% | $4,869-71.5% |
| Participant deferral / active EE | $4,043 | $6,343-36.3% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $192 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |