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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,148 | $99,345+53.1% | $84,753+79.5% | $273,972-44.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.60% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $13,638 | $4,214+223.6% | $3,574+281.5% | $4,869+180.1% |
| Participant deferral / active EE | $16,168 | $4,270+278.7% | $3,712+335.6% | $5,287+205.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |