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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,714 | $136,860-19.1% | $120,344-8.0% | $154,746-28.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.72% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,141 | $3,533-39.4% | $3,020-29.1% | $4,379-51.1% |
| Participant deferral / active EE | $9,082 | $5,793+56.8% | $5,135+76.9% | $6,730+34.9% |
| Admin fee / account holder | $128 | $15,393-99.2% | $12,742-99.0% | $14,365-99.1% |