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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,649 | $93,064-1.5% | $74,577+22.9% | $273,972-66.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 18.07% | 26.18%-8.1pp | 20.47%-2.4pp | 41.46%-23.4pp |
| Employer contribution / active EE | $18,151 | $3,160+474.4% | $2,525+618.8% | $4,869+272.8% |
| Participant deferral / active EE | $12,000 | $4,160+188.4% | $3,458+247.0% | $5,287+127.0% |
| Admin fee / account holder | $299 | $5,273-94.3% | $4,138-92.8% | $10,133-97.0% |