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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,269 | $90,486-32.3% | $78,676-22.1% | $273,972-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,058 | $3,175+27.8% | $2,850+42.4% | $4,869-16.7% |
| Participant deferral / active EE | $1,048 | $3,901-73.1% | $3,517-70.2% | $5,287-80.2% |
| Admin fee / account holder | $186 | $5,263-96.5% | $4,510-95.9% | $10,133-98.2% |