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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,510 | $100,970-29.2% | $96,576-26.0% | $137,256-47.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.57% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,501 | $3,809-8.1% | $3,553-1.5% | $4,156-15.8% |
| Participant deferral / active EE | $7,000 | $8,286-15.5% | $7,956-12.0% | $6,407+9.3% |
| Admin fee / account holder | $149 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |