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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,599 | $201,372-15.3% | $184,260-7.4% | $145,884+16.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 15.38% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $7,549 | $7,024+7.5% | $6,427+17.5% | $4,662+61.9% |
| Participant deferral / active EE | $9,041 | $9,808-7.8% | $9,133-1.0% | $6,690+35.1% |
| Admin fee / account holder | $111 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |