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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,864 | $162,967-2.5% | $135,792+17.0% | $138,895+14.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.33% | 30.08%-14.8pp | 25.96%-10.6pp | 145.39%-130.1pp |
| Employer contribution / active EE | $11,700 | $4,211+177.8% | $3,496+234.7% | $4,194+179.0% |
| Participant deferral / active EE | $3,900 | $5,640-30.9% | $4,759-18.1% | $6,396-39.0% |
| Admin fee / account holder | $73 | $15,306-99.5% | $12,266-99.4% | $12,562-99.4% |