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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,798 | $86,701+20.9% | $73,309+43.0% | $125,389-16.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.40% | 2.78%-1.4pp | 5.67%-4.3pp | 282.24%-280.8pp |
| Employer contribution / active EE | $4,032 | $4,152-2.9% | $3,237+24.6% | $4,866-17.1% |
| Participant deferral / active EE | $4,317 | $5,549-22.2% | $4,991-13.5% | $5,352-19.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |