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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,586 | $118,101-8.9% | $106,387+1.1% | $75,289+42.9% |
| Participation rate | 96.7% | 81.4%+15.3pp | 77.5%+19.3pp | 72.4%+24.3pp |
| Annual return | 36.54% | -2.42%+39.0pp | 0.25%+36.3pp | -0.04%+36.6pp |
| Employer contribution / active EE | $3,477 | $2,880+20.7% | $3,520-1.2% | $2,405+44.6% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $5,421-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $85-100.0% | $7,510-100.0% | $102-100.0% |