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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,268 | $126,661+0.5% | $113,397+12.2% | $138,895-8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.20% | 25.05%-7.9pp | 23.20%-6.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,199 | $3,456-7.5% | $2,977+7.4% | $4,194-23.7% |
| Participant deferral / active EE | $12,367 | $5,693+117.2% | $5,076+143.6% | $6,396+93.3% |
| Admin fee / account holder | $13 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |