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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,444 | $184,014-63.9% | $161,149-58.8% | $138,895-52.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.26% | 21.52%-2.3pp | 21.16%-1.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $5,732 | $5,055+13.4% | $4,360+31.5% | $4,194+36.7% |
| Participant deferral / active EE | $13,835 | $6,909+100.2% | $6,153+124.8% | $6,396+116.3% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |