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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,866 | $60,989+139.2% | $60,906+139.5% | $66,938+117.9% |
| Participation rate | 96.1% | 74.5%+21.6pp | 73.1%+23.0pp | 69.8%+26.3pp |
| Annual return | -11.27% | -9.60%-1.7pp | 16.94%-28.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $3,999 | $2,661+50.3% | $2,703+47.9% | $2,545+57.1% |
| Participant deferral / active EE | $7,705 | $3,615+113.2% | $3,814+102.0% | $4,238+81.8% |
| Admin fee / account holder | $96 | $338-71.7% | $3,227-97.0% | $594-83.8% |