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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,392 | $126,661-12.8% | $113,397-2.6% | $138,895-20.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.5%+5.3pp | 79.9%+1.9pp |
| Annual return | 16.87% | 25.05%-8.2pp | 23.20%-6.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,334 | $3,456-3.5% | $2,977+12.0% | $4,194-20.5% |
| Participant deferral / active EE | $9,073 | $5,693+59.4% | $5,076+78.7% | $6,396+41.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |