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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,299 | $127,387-11.8% | $115,038-2.4% | $125,389-10.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.85% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,781 | $5,166-65.5% | $4,608-61.3% | $4,866-63.4% |
| Participant deferral / active EE | $2,541 | $6,423-60.4% | $6,026-57.8% | $5,352-52.5% |
| Admin fee / account holder | $109 | $9,516-98.9% | $8,175-98.7% | $9,541-98.9% |