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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,578 | $124,425-69.0% | $112,040-65.6% | $137,256-71.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.20% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,451 | $3,411+89.1% | $2,954+118.4% | $4,156+55.2% |
| Participant deferral / active EE | $5,569 | $5,718-2.6% | $5,098+9.2% | $6,407-13.1% |
| Admin fee / account holder | $99 | $15,207-99.4% | $12,098-99.2% | $12,270-99.2% |