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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,193 | $99,345-11.2% | $84,753+4.1% | $273,972-67.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.05% | 22.93%-3.9pp | 22.78%-3.7pp | 41.46%-22.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,418 | $4,270+26.9% | $3,712+45.9% | $5,287+2.5% |
| Admin fee / account holder | $145 | $6,645-97.8% | $5,333-97.3% | $10,133-98.6% |