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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,626 | $135,956-53.9% | $123,894-49.5% | $273,972-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.40% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $14,225 | $5,170+175.2% | $4,617+208.1% | $4,869+192.2% |
| Participant deferral / active EE | $6,210 | $6,343-2.1% | $5,984+3.8% | $5,287+17.5% |
| Admin fee / account holder | $279 | $9,817-97.2% | $8,357-96.7% | $10,133-97.2% |