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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,257 | $99,345+41.2% | $84,753+65.5% | $273,972-48.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.89% | 22.93%-15.0pp | 22.78%-14.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,407 | $4,214-19.2% | $3,574-4.7% | $4,869-30.0% |
| Participant deferral / active EE | $13,040 | $4,270+205.4% | $3,712+251.3% | $5,287+146.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |