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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,439 | $76,551+11.6% | $123,894-31.0% | $62,881+35.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.03% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $9,881 | $2,882+242.8% | $4,617+114.0% | $2,281+333.2% |
| Participant deferral / active EE | $7,372 | $4,840+52.3% | $5,984+23.2% | $3,203+130.2% |
| Admin fee / account holder | $36 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |