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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,067 | $117,859+19.7% | $102,438+37.7% | $145,959-3.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.19% | 31.72%-21.5pp | 29.37%-19.2pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,218 | $3,615-38.6% | $3,024-26.6% | $4,661-52.4% |
| Participant deferral / active EE | $6,816 | $5,732+18.9% | $5,054+34.9% | $6,689+1.9% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |