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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,732 | $89,435+74.1% | $164,975-5.6% | $77,714+100.4% |
| Participation rate | 99.2% | 78.6%+20.6pp | 78.6%+20.6pp | 70.6%+28.6pp |
| Annual return | 15.93% | 28.82%-12.9pp | 70.12%-54.2pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,250 | $2,563-51.2% | $4,343-71.2% | $2,727-54.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |