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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,422 | $135,956-10.0% | $123,894-1.2% | $273,972-55.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.59% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,667 | $5,170-48.4% | $4,617-42.2% | $4,869-45.2% |
| Participant deferral / active EE | $9,788 | $6,343+54.3% | $5,984+63.6% | $5,287+85.1% |
| Admin fee / account holder | -$143 | $9,817-101.5% | $8,357-101.7% | $10,133-101.4% |