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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,987 | $215,361-89.3% | $171,082-86.6% | $273,972-91.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.95% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,656 | $4,967-46.5% | $4,002-33.6% | $4,869-45.4% |
| Participant deferral / active EE | $9,200 | $5,543+66.0% | $4,797+91.8% | $5,287+74.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |