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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,191 | $115,225-2.6% | $100,712+11.4% | $138,895-19.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.84% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,996 | $2,771+8.1% | $2,313+29.5% | $4,194-28.6% |
| Participant deferral / active EE | $13,752 | $4,699+192.6% | $4,085+236.6% | $6,396+115.0% |
| Admin fee / account holder | $50 | $10,844-99.5% | $9,256-99.5% | $12,562-99.6% |