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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,199 | $65,712+6.8% | $57,196+22.7% | $273,972-74.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.47% | 22.01%-13.5pp | 14.59%-6.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,761 | $3,280+14.7% | $2,683+40.2% | $4,869-22.8% |
| Participant deferral / active EE | $5,200 | $3,782+37.5% | $3,096+67.9% | $5,287-1.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |