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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,087 | $162,785-8.4% | $133,959+11.3% | $158,950-6.2% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 20.42% | 41.94%-21.5pp | 45.09%-24.7pp | 302.91%-282.5pp |
| Employer contribution / active EE | $7,900 | $4,975+58.8% | $3,919+101.6% | $4,762+65.9% |
| Participant deferral / active EE | $6,064 | $5,910+2.6% | $5,047+20.1% | $5,983+1.4% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |