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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,510 | $97,289-26.5% | $92,805-22.9% | $155,188-53.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.57% | 29.03%-9.5pp | 31.59%-12.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,501 | $3,632-3.6% | $3,424+2.2% | $4,248-17.6% |
| Participant deferral / active EE | $7,000 | $8,795-20.4% | $8,448-17.1% | $6,531+7.2% |
| Admin fee / account holder | $149 | $12,015-98.8% | $10,911-98.6% | $14,480-99.0% |