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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,022 | $130,052+3.1% | $86,717+54.6% | $77,906+72.0% |
| Participation rate | 100.0% | 85.9%+14.0pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -0.31% | -12.73%+12.4pp | 35.97%-36.3pp | 12.16%-12.5pp |
| Employer contribution / active EE | $4,275 | $3,214+33.0% | $2,837+50.7% | $2,846+50.2% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,494-100.0% | $133-100.0% |