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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,784 | $43,075+115.4% | $74,577+24.4% | $62,881+47.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.32% | 17.50%-8.2pp | 20.47%-11.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $4,409 | $1,498+194.4% | $2,525+74.6% | $2,281+93.3% |
| Participant deferral / active EE | $2,241 | $2,389-6.2% | $3,458-35.2% | $3,203-30.0% |
| Admin fee / account holder | $75 | $2,840-97.4% | $4,138-98.2% | $4,296-98.2% |