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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,427 | $185,312-38.8% | $161,489-29.8% | $154,746-26.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.30% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,195 | $4,769-54.0% | $4,268-48.6% | $4,379-49.9% |
| Participant deferral / active EE | $10,481 | $6,350+65.1% | $5,630+86.2% | $6,730+55.7% |
| Admin fee / account holder | $107 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |