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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,283 | $76,696-3.1% | $96,538-23.1% | $71,529+3.9% |
| Participation rate | 97.0% | 66.6%+30.4pp | 74.3%+22.6pp | 67.9%+29.0pp |
| Annual return | 26.77% | 48.32%-21.5pp | 35.74%-9.0pp | 28.97%-2.2pp |
| Employer contribution / active EE | $20,901 | $3,032+589.4% | $3,740+458.8% | $2,590+707.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |