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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,975 | $215,361-51.7% | $171,082-39.2% | $273,972-62.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.45% | 25.14%-9.7pp | 32.56%-17.1pp | 41.46%-26.0pp |
| Employer contribution / active EE | $9,000 | $4,967+81.2% | $4,002+124.9% | $4,869+84.9% |
| Participant deferral / active EE | $16,000 | $5,543+188.6% | $4,797+233.5% | $5,287+202.6% |
| Admin fee / account holder | $250 | $10,846-97.7% | $8,520-97.1% | $10,133-97.5% |