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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,881 | $90,509+14.8% | $78,693+32.0% | $273,968-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.20% | 75.61%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,313 | $3,175-27.2% | $2,850-18.9% | $4,869-52.5% |
| Participant deferral / active EE | $4,149 | $3,901+6.3% | $3,517+18.0% | $5,287-21.5% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |