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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,075 | $118,496-25.7% | $98,461-10.5% | $139,466-36.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.64% | 18.96%+4.7pp | 21.17%+2.5pp | 373.66%-350.0pp |
| Employer contribution / active EE | $11,038 | $3,611+205.7% | $3,049+262.1% | $4,754+132.2% |
| Participant deferral / active EE | $8,013 | $5,393+48.6% | $4,738+69.1% | $6,712+19.4% |
| Admin fee / account holder | $173 | $14,056-98.8% | $8,961-98.1% | $11,409-98.5% |