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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,579 | $86,938+9.9% | $102,423-6.7% | $80,925+18.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.45% | 18.89%-3.4pp | 29.42%-14.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $7,214 | $2,369+204.5% | $3,023+138.6% | $2,756+161.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |