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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,106 | $181,896-70.3% | $156,551-65.4% | $273,972-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.57% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $6,125 | $6,248-2.0% | $5,501+11.3% | $4,869+25.8% |
| Participant deferral / active EE | $8,484 | $5,550+52.9% | $4,871+74.2% | $5,287+60.5% |
| Admin fee / account holder | $292 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |