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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,611 | $153,769-45.0% | $133,975-36.8% | $273,972-69.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.02% | 36.51%-28.5pp | 29.29%-21.3pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,557 | $6,958-34.5% | $6,282-27.5% | $5,287-13.8% |
| Admin fee / account holder | $75 | $11,765-99.4% | $9,324-99.2% | $10,133-99.3% |