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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,223 | $181,896-40.0% | $156,551-30.2% | $273,972-60.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.45% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $15,407 | $6,248+146.6% | $5,501+180.1% | $4,869+216.4% |
| Participant deferral / active EE | $14,619 | $5,550+163.4% | $4,871+200.1% | $5,287+176.5% |
| Admin fee / account holder | $203 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |