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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,377 | $213,785-71.8% | $185,441-67.4% | $155,188-61.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.60% | 19.97%+0.6pp | 20.16%+0.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,961 | $5,393-63.6% | $4,672-58.0% | $4,248-53.8% |
| Participant deferral / active EE | $7,601 | $6,864+10.7% | $6,152+23.6% | $6,531+16.4% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |