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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,718 | $102,245-66.0% | $89,340-61.1% | $137,256-74.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.92% | 21.89%+3.0pp | 20.57%+4.3pp | 220.34%-195.4pp |
| Employer contribution / active EE | $7,176 | $2,529+183.7% | $2,231+221.6% | $4,156+72.7% |
| Participant deferral / active EE | $4,193 | $4,436-5.5% | $3,823+9.7% | $6,407-34.5% |
| Admin fee / account holder | $34 | $8,085-99.6% | $6,704-99.5% | $12,270-99.7% |