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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,019 | $99,345-25.5% | $84,753-12.7% | $273,972-73.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.90% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $8,514 | $4,214+102.0% | $3,574+138.2% | $4,869+74.9% |
| Participant deferral / active EE | $7,150 | $4,270+67.5% | $3,712+92.6% | $5,287+35.2% |
| Admin fee / account holder | $247 | $6,645-96.3% | $5,333-95.4% | $10,133-97.6% |