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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,211 | $93,064+88.3% | $74,577+134.9% | $273,972-36.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.58% | 26.18%-21.6pp | 20.47%-15.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $5,238 | $3,160+65.8% | $2,525+107.4% | $4,869+7.6% |
| Participant deferral / active EE | $8,838 | $4,160+112.4% | $3,458+155.6% | $5,287+67.1% |
| Admin fee / account holder | $39 | $5,273-99.3% | $4,138-99.1% | $10,133-99.6% |