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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,040 | $135,956-49.2% | $123,894-44.3% | $273,972-74.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.70% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,051 | $5,170-60.3% | $4,617-55.6% | $4,869-57.9% |
| Participant deferral / active EE | $2,483 | $6,343-60.8% | $5,984-58.5% | $5,287-53.0% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |