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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,029 | $110,410+3.3% | $102,437+11.3% | $145,897-21.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.15% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,676 | $4,217-12.8% | $3,871-5.0% | $4,663-21.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $254 | $9,745-97.4% | $8,388-97.0% | $13,390-98.1% |