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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,644 | $215,361-76.5% | $171,082-70.4% | $273,972-81.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.40% | 25.14%-13.7pp | 32.56%-21.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $4,611 | $4,967-7.2% | $4,002+15.2% | $4,869-5.3% |
| Participant deferral / active EE | $3,206 | $5,543-42.2% | $4,797-33.2% | $5,287-39.4% |
| Admin fee / account holder | $23 | $10,846-99.8% | $8,520-99.7% | $10,133-99.8% |