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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,589 | $99,345-2.8% | $84,753+14.0% | $273,972-64.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.51% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,934 | $4,214-6.6% | $3,574+10.1% | $4,869-19.2% |
| Participant deferral / active EE | $24,000 | $4,270+462.1% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $67 | $6,645-99.0% | $5,333-98.7% | $10,133-99.3% |