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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,982 | $113,941+50.9% | $94,229+82.5% | $125,389+37.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 0.47% | 5.29%-4.8pp | 10.68%-10.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,617 | $4,727-44.6% | $3,587-27.0% | $4,866-46.2% |
| Participant deferral / active EE | $7,100 | $5,179+37.1% | $4,320+64.3% | $5,352+32.7% |
| Admin fee / account holder | $4 | $8,392-100.0% | $6,269-99.9% | $9,541-100.0% |