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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,573 | $95,417-25.0% | $135,974-47.4% | $74,460-3.9% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 21.30% | 32.76%-11.5pp | 68.30%-47.0pp | 34.38%-13.1pp |
| Employer contribution / active EE | $6,126 | $3,878+58.0% | $4,859+26.1% | $2,638+132.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $266-98.7% | $10,767-100.0% | $348-99.0% |