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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,516 | $213,785-59.5% | $185,441-53.3% | $155,188-44.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.14% | 19.97%-0.8pp | 20.16%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,716 | $5,393-68.2% | $4,672-63.3% | $4,248-59.6% |
| Participant deferral / active EE | $3,901 | $6,864-43.2% | $6,152-36.6% | $6,531-40.3% |
| Admin fee / account holder | $94 | $21,134-99.6% | $17,890-99.5% | $14,480-99.4% |