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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,059 | $65,453+4.0% | $86,698-21.5% | $66,938+1.7% |
| Participation rate | 98.0% | 75.5%+22.6pp | 76.6%+21.4pp | 69.8%+28.2pp |
| Annual return | 20.90% | -10.89%+31.8pp | 35.95%-15.0pp | 1.58%+19.3pp |
| Employer contribution / active EE | $8,556 | $2,154+297.3% | $2,837+201.6% | $2,545+236.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $642-99.8% | $7,493-100.0% | $594-99.8% |