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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,555 | $110,240+2.1% | $96,544+16.6% | $139,487-19.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.59% | 26.41%-12.8pp | 25.88%-12.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $10,921 | $3,622+201.5% | $2,966+268.2% | $4,755+129.7% |
| Participant deferral / active EE | $5,836 | $5,549+5.2% | $4,851+20.3% | $6,713-13.1% |
| Admin fee / account holder | $25 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |