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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,986 | $111,814+38.6% | $103,374+49.9% | $145,959+6.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.77% | 24.77%-11.0pp | 24.89%-11.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,654 | $4,214-60.7% | $3,869-57.2% | $4,661-64.5% |
| Participant deferral / active EE | $10,665 | $5,618+89.8% | $5,058+110.9% | $6,689+59.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |