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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,651 | $140,592+1.5% | $123,106+15.9% | $125,388+13.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -2.38% | 16.80%-19.2pp | 13.22%-15.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $13,457 | $6,041+122.8% | $5,151+161.2% | $4,866+176.5% |
| Participant deferral / active EE | $14,015 | $6,980+100.8% | $6,229+125.0% | $5,352+161.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |