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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,540 | $174,379-19.4% | $152,093-7.6% | $138,895+1.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 17.43% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $6,244 | $4,652+34.2% | $4,175+49.6% | $4,194+48.9% |
| Participant deferral / active EE | $7,657 | $6,159+24.3% | $5,451+40.5% | $6,396+19.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |