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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,532 | $99,345+45.5% | $84,753+70.5% | $273,972-47.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.66% | 22.93%-9.3pp | 22.78%-9.1pp | 41.46%-27.8pp |
| Employer contribution / active EE | $3,454 | $4,214-18.0% | $3,574-3.4% | $4,869-29.1% |
| Participant deferral / active EE | $7,967 | $4,270+86.6% | $3,712+114.6% | $5,287+50.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |