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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,337 | $131,835+13.3% | $108,582+37.5% | $273,972-45.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.58% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $8,222 | $4,913+67.4% | $3,758+118.8% | $4,869+68.9% |
| Participant deferral / active EE | $6,726 | $5,127+31.2% | $4,311+56.0% | $5,287+27.2% |
| Admin fee / account holder | $50 | $10,253-99.5% | $7,645-99.3% | $10,133-99.5% |