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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,170 | $215,361-34.9% | $171,082-18.1% | $273,972-48.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.27% | 25.14%-19.9pp | 32.56%-27.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $12,962 | $4,967+161.0% | $4,002+223.9% | $4,869+166.2% |
| Participant deferral / active EE | $10,500 | $5,543+89.4% | $4,797+118.9% | $5,287+98.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |