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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,345 | $93,064-33.0% | $74,577-16.4% | $273,972-77.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 13.39% | 26.18%-12.8pp | 20.47%-7.1pp | 41.46%-28.1pp |
| Employer contribution / active EE | $8,331 | $3,160+163.6% | $2,525+229.9% | $4,869+71.1% |
| Participant deferral / active EE | $9,509 | $4,160+128.6% | $3,458+175.0% | $5,287+79.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |