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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,434 | $94,439-24.4% | $73,658-3.0% | $154,746-53.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 21.44% | 28.25%-6.8pp | 29.72%-8.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $3,020 | $1,257+140.2% | $1,032+192.5% | $4,379-31.0% |
| Participant deferral / active EE | $19,367 | $2,527+666.4% | $2,062+839.3% | $6,730+187.8% |
| Admin fee / account holder | $143 | $3,843-96.3% | $3,357-95.7% | $14,365-99.0% |