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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,179 | $201,370-51.7% | $184,256-47.3% | $145,897-33.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 27.02% | 29.05%-2.0pp | 28.85%-1.8pp | 552.29%-525.3pp |
| Employer contribution / active EE | $3,869 | $7,024-44.9% | $6,427-39.8% | $4,663-17.0% |
| Participant deferral / active EE | $14,858 | $9,808+51.5% | $9,133+62.7% | $6,689+122.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |