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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,275 | $135,956-50.5% | $123,894-45.7% | $273,972-75.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $6,877 | $5,170+33.0% | $4,617+49.0% | $4,869+41.3% |
| Participant deferral / active EE | $7,305 | $6,343+15.2% | $5,984+22.1% | $5,287+38.2% |
| Admin fee / account holder | $250 | $9,817-97.5% | $8,357-97.0% | $10,133-97.5% |