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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,574 | $99,345+4.3% | $84,753+22.2% | $273,972-62.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.90% | 22.93%-20.0pp | 22.78%-19.9pp | 41.46%-38.6pp |
| Employer contribution / active EE | $11,143 | $4,214+164.4% | $3,574+211.7% | $4,869+128.9% |
| Participant deferral / active EE | $6,437 | $4,270+50.7% | $3,712+73.4% | $5,287+21.7% |
| Admin fee / account holder | $16 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |