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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,323 | $124,425-29.8% | $112,040-22.1% | $137,256-36.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.40% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,501 | $3,411+31.9% | $2,954+52.4% | $4,156+8.3% |
| Participant deferral / active EE | $30,006 | $5,718+424.7% | $5,098+488.6% | $6,407+368.3% |
| Admin fee / account holder | $84 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |