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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,388 | $90,486+4.3% | $78,676+20.0% | $273,972-65.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.55% | 75.62%-70.1pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,179 | $3,175+63.1% | $2,850+81.7% | $4,869+6.4% |
| Participant deferral / active EE | $4,674 | $3,901+19.8% | $3,517+32.9% | $5,287-11.6% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |