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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,747 | $112,729+24.9% | $98,716+42.6% | $137,256+2.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.77% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,673 | $2,725+71.5% | $2,279+105.1% | $4,156+12.4% |
| Participant deferral / active EE | $5,021 | $4,640+8.2% | $4,048+24.0% | $6,407-21.6% |
| Admin fee / account holder | $50 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |