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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,552 | $161,352+8.2% | $134,172+30.1% | $137,256+27.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.07% | 28.72%-7.6pp | 25.30%-4.2pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,323 | $4,099-67.7% | $3,420-61.3% | $4,156-68.2% |
| Participant deferral / active EE | $13,909 | $5,552+150.5% | $4,690+196.5% | $6,407+117.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |