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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,310 | $135,956-76.2% | $123,894-73.9% | $273,972-88.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.70% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $5,914 | $5,170+14.4% | $4,617+28.1% | $4,869+21.5% |
| Participant deferral / active EE | $6,745 | $6,343+6.3% | $5,984+12.7% | $5,287+27.6% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |