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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,047 | $112,729-10.4% | $98,716+2.4% | $137,256-26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.94% | 38.48%-20.5pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,158 | $2,725-20.8% | $2,279-5.3% | $4,156-48.1% |
| Participant deferral / active EE | $10,400 | $4,640+124.1% | $4,048+156.9% | $6,407+62.3% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |