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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,386 | $100,970-22.4% | $96,576-18.8% | $137,256-42.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.14% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $8,926 | $3,809+134.3% | $3,553+151.2% | $4,156+114.8% |
| Participant deferral / active EE | $5,640 | $8,286-31.9% | $7,956-29.1% | $6,407-12.0% |
| Admin fee / account holder | $132 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |