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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,297 | $63,773-0.7% | $81,286-22.1% | $80,925-21.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.76% | 16.37%-1.6pp | 24.80%-10.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $7,657 | $1,979+286.8% | $2,463+210.9% | $2,756+177.8% |
| Participant deferral / active EE | $4,595 | $3,093+48.6% | $3,883+18.3% | $4,299+6.9% |
| Admin fee / account holder | $163 | $5,682-97.1% | $5,764-97.2% | $6,940-97.7% |