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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,113 | $118,488+19.1% | $98,462+43.3% | $139,487+1.2% |
| Participation rate | 77.8% | 77.5%+0.3pp | 75.2%+2.6pp | 80.3%-2.6pp |
| Annual return | 10.89% | 18.96%-8.1pp | 21.17%-10.3pp | 373.84%-363.0pp |
| Employer contribution / active EE | $11,111 | $3,611+207.7% | $3,049+264.4% | $4,755+133.7% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $181 | $13,868-98.7% | $8,875-98.0% | $11,407-98.4% |