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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,150 | $56,277+161.5% | $80,976+81.7% | $62,891+134.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.13% | 22.12%-16.0pp | 17.10%-11.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $10,908 | $1,943+461.5% | $3,714+193.7% | $2,281+378.2% |
| Participant deferral / active EE | $2,323 | $4,195-44.6% | $5,696-59.2% | $3,203-27.5% |
| Admin fee / account holder | $24 | $3,741-99.4% | $5,516-99.6% | $4,296-99.4% |