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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,661 | $111,814-9.1% | $103,374-1.7% | $145,959-30.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.34% | 24.77%-7.4pp | 24.89%-7.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $3,824 | $4,214-9.3% | $3,869-1.2% | $4,661-18.0% |
| Participant deferral / active EE | $2,442 | $5,618-56.5% | $5,058-51.7% | $6,689-63.5% |
| Admin fee / account holder | $82 | $9,754-99.2% | $8,394-99.0% | $13,398-99.4% |