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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,423 | $78,670-6.7% | $109,173-32.7% | $85,847-14.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.12% | 25.09%+3.0pp | 25.75%+2.4pp | 318.61%-290.5pp |
| Employer contribution / active EE | $2,742 | $2,734+0.3% | $3,723-26.3% | $2,565+6.9% |
| Participant deferral / active EE | $5,779 | $3,467+66.7% | $4,654+24.2% | $3,952+46.2% |
| Admin fee / account holder | $75 | $5,469-98.6% | $6,755-98.9% | $6,261-98.8% |