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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,302 | $106,864+22.9% | $147,318-10.9% | $82,637+58.9% |
| Participation rate | 72.0% | 75.5%-3.5pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 20.49% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,129 | $3,417-37.7% | $4,593-53.6% | $2,552-16.6% |
| Participant deferral / active EE | $4,365 | $6,496-32.8% | $7,906-44.8% | $4,126+5.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |