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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,169 | $65,685-5.4% | $57,181+8.7% | $273,968-77.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.19% | 21.99%-9.8pp | 14.59%-2.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $3,556 | $3,279+8.5% | $2,682+32.6% | $4,869-27.0% |
| Participant deferral / active EE | $7,877 | $3,781+108.3% | $3,096+154.4% | $5,287+49.0% |
| Admin fee / account holder | $24 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |