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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,650 | $135,905-28.9% | $126,068-23.3% | $198,609-51.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.56% | 14.07%+4.5pp | 15.01%+3.6pp | 202.70%-184.1pp |
| Employer contribution / active EE | $4,040 | $4,245-4.8% | $3,968+1.8% | $5,055-20.1% |
| Participant deferral / active EE | $8,770 | $8,523+2.9% | $8,214+6.8% | $6,977+25.7% |
| Admin fee / account holder | $139 | $21,036-99.3% | $18,264-99.2% | $19,030-99.3% |