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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,037 | $131,835+44.1% | $108,582+75.0% | $273,972-30.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.42% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $20,894 | $4,913+325.3% | $3,758+455.9% | $4,869+329.2% |
| Participant deferral / active EE | $11,308 | $5,127+120.5% | $4,311+162.3% | $5,287+113.9% |
| Admin fee / account holder | $99 | $10,253-99.0% | $7,645-98.7% | $10,133-99.0% |