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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,135 | $135,956-44.7% | $123,894-39.4% | $273,972-72.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.91% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,155 | $5,170-39.0% | $4,617-31.7% | $4,869-35.2% |
| Participant deferral / active EE | $10,259 | $6,343+61.8% | $5,984+71.4% | $5,287+94.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |