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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,944 | $136,860+26.4% | $120,344+43.7% | $154,746+11.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.42% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,078 | $3,533-41.2% | $3,020-31.2% | $4,379-52.6% |
| Participant deferral / active EE | $10,293 | $5,793+77.7% | $5,135+100.5% | $6,730+52.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |