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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,883 | $43,075+50.6% | $74,577-13.0% | $62,881+3.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.45% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,455 | $1,498+64.0% | $2,525-2.8% | $2,281+7.6% |
| Participant deferral / active EE | $5,736 | $2,389+140.1% | $3,458+65.9% | $3,203+79.1% |
| Admin fee / account holder | $261 | $2,840-90.8% | $4,138-93.7% | $4,296-93.9% |