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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,919 | $181,896-28.0% | $156,551-16.4% | $273,972-52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.64% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $17,773 | $6,248+184.4% | $5,501+223.1% | $4,869+265.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $188 | $15,560-98.8% | $13,028-98.6% | $10,133-98.1% |