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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,919 | $92,798-67.8% | $96,707-69.1% | $137,256-78.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 25.94% | 31.24%-5.3pp | 34.78%-8.8pp | 220.34%-194.4pp |
| Employer contribution / active EE | $4,532 | $4,147+9.3% | $4,191+8.1% | $4,156+9.0% |
| Participant deferral / active EE | $6,138 | $5,877+4.4% | $5,997+2.4% | $6,407-4.2% |
| Admin fee / account holder | $34 | $7,946-99.6% | $7,503-99.5% | $12,270-99.7% |