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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,912 | $64,719+69.8% | $112,249-2.1% | $68,486+60.5% |
| Participation rate | 85.0% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -13.38% | -11.40%-2.0pp | 27.48%-40.9pp | -7.85%-5.5pp |
| Employer contribution / active EE | $7,479 | $2,747+172.3% | $3,636+105.7% | $2,597+188.0% |
| Participant deferral / active EE | $7,308 | $3,565+105.0% | $4,729+54.5% | $4,028+81.5% |
| Admin fee / account holder | $23 | $5,232-99.6% | $6,412-99.6% | $5,404-99.6% |