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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,913 | $135,956-74.3% | $123,894-71.8% | $273,972-87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.31% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $5,831 | $5,170+12.8% | $4,617+26.3% | $4,869+19.8% |
| Participant deferral / active EE | $11,625 | $6,343+83.3% | $5,984+94.3% | $5,287+119.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |