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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,572 | $107,809+31.3% | $97,032+45.9% | $155,188-8.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 14.52% | 38.06%-23.5pp | 35.38%-20.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,858 | $2,911-36.2% | $2,629-29.3% | $4,248-56.3% |
| Participant deferral / active EE | $13,262 | $5,129+158.5% | $4,672+183.8% | $6,531+103.1% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |