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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,252 | $79,961-2.1% | $98,462-20.5% | $75,177+4.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.15% | 19.75%-6.6pp | 21.17%-8.0pp | 160.75%-147.6pp |
| Employer contribution / active EE | $7,712 | $2,264+240.6% | $3,049+152.9% | $2,671+188.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,842-100.0% | $8,875-100.0% | $5,651-100.0% |