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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,275 | $199,109-60.2% | $173,730-54.4% | $154,746-48.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.59% | 20.02%-4.4pp | 19.96%-4.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $8,268 | $5,311+55.7% | $4,577+80.6% | $4,379+88.8% |
| Participant deferral / active EE | $4,997 | $7,113-29.7% | $6,326-21.0% | $6,730-25.7% |
| Admin fee / account holder | $203 | $20,916-99.0% | $17,523-98.8% | $14,365-98.6% |