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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,650 | $215,361-86.7% | $171,082-83.3% | $273,972-89.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.24% | 25.14%-13.9pp | 32.56%-21.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $4,135 | $4,967-16.7% | $4,002+3.3% | $4,869-15.1% |
| Participant deferral / active EE | $6,947 | $5,543+25.3% | $4,797+44.8% | $5,287+31.4% |
| Admin fee / account holder | $11 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |