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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,711 | $158,852+8.7% | $121,220+42.5% | $135,380+27.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 10.26% | -0.64%+10.9pp | 16.94%-6.7pp | 519.81%-509.5pp |
| Employer contribution / active EE | $1,563 | $5,666-72.4% | $4,023-61.2% | $4,779-67.3% |
| Participant deferral / active EE | $7,440 | $4,006+85.8% | $3,345+122.4% | $5,609+32.7% |
| Admin fee / account holder | $19 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |