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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,079 | $117,829+1.9% | $102,423+17.2% | $145,877-17.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.97% | 31.83%-13.9pp | 29.42%-11.5pp | 551.28%-533.3pp |
| Employer contribution / active EE | $3,468 | $3,615-4.1% | $3,023+14.7% | $4,663-25.6% |
| Participant deferral / active EE | $12,051 | $5,732+110.2% | $5,054+138.4% | $6,691+80.1% |
| Admin fee / account holder | $20 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |