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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,072 | $136,307-34.7% | $106,619-16.5% | $273,972-67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.60% | 11.05%-0.5pp | 9.42%+1.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $10,750 | $5,190+107.1% | $3,947+172.4% | $4,869+120.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $185 | $8,625-97.9% | $6,418-97.1% | $10,133-98.2% |