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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,003 | $76,551+21.5% | $123,894-24.9% | $62,881+47.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.55% | 18.68%-6.1pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $13,420 | $2,882+365.6% | $4,617+190.7% | $2,281+488.4% |
| Participant deferral / active EE | $8,585 | $4,840+77.4% | $5,984+43.5% | $3,203+168.0% |
| Admin fee / account holder | $236 | $4,826-95.1% | $8,357-97.2% | $4,296-94.5% |