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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,394 | $99,345+44.3% | $84,753+69.2% | $273,972-47.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.06% | 22.93%-19.9pp | 22.78%-19.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,360 | $4,214-20.3% | $3,574-6.0% | $4,869-31.0% |
| Participant deferral / active EE | $5,250 | $4,270+23.0% | $3,712+41.4% | $5,287-0.7% |
| Admin fee / account holder | $153 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |