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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,949 | $135,956-30.9% | $123,894-24.2% | $273,972-65.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.10% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $10,050 | $5,170+94.4% | $4,617+117.7% | $4,869+106.4% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |