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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,981 | $91,179+6.4% | $178,499-45.7% | $79,852+21.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.98% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $3,340 | $3,256+2.6% | $5,011-33.3% | $2,471+35.2% |
| Participant deferral / active EE | $3,390 | $3,236+4.8% | $5,202-34.8% | $3,740-9.4% |
| Admin fee / account holder | $18 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |