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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,980 | $93,064+5.3% | $74,577+31.4% | $273,972-64.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.40% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $8,036 | $3,160+154.3% | $2,525+218.2% | $4,869+65.1% |
| Participant deferral / active EE | $8,462 | $4,160+103.4% | $3,458+144.7% | $5,287+60.0% |
| Admin fee / account holder | $6 | $5,273-99.9% | $4,138-99.8% | $10,133-99.9% |