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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,387 | $181,896-49.8% | $156,551-41.6% | $273,972-66.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.21% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $15,606 | $6,248+149.8% | $5,501+183.7% | $4,869+220.5% |
| Participant deferral / active EE | $12,522 | $5,550+125.6% | $4,871+157.1% | $5,287+136.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |