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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,109 | $126,661-2.0% | $113,397+9.4% | $138,895-10.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.28% | 25.05%-6.8pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,452 | $3,456-0.1% | $2,977+15.9% | $4,194-17.7% |
| Participant deferral / active EE | $13,749 | $5,693+141.5% | $5,076+170.8% | $6,396+115.0% |
| Admin fee / account holder | $259 | $14,549-98.2% | $11,957-97.8% | $12,562-97.9% |