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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,253 | $110,212+10.0% | $96,534+25.6% | $139,466-13.1% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 14.54% | 26.42%-11.9pp | 25.88%-11.3pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,933 | $3,620-46.6% | $2,965-34.8% | $4,754-59.3% |
| Participant deferral / active EE | $2,277 | $5,547-59.0% | $4,851-53.1% | $6,712-66.1% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |