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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,559 | $90,504+97.3% | $78,690+126.9% | $273,965-34.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | 75.61%-70.9pp | 62.18%-57.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,554 | $3,176-19.6% | $2,851-10.4% | $4,869-47.5% |
| Participant deferral / active EE | $4,446 | $3,901+14.0% | $3,517+26.4% | $5,287-15.9% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,511-99.9% | $10,132-100.0% |