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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,437 | $115,225+22.7% | $100,712+40.4% | $138,895+1.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.3%+20.7pp | 79.9%+10.1pp |
| Annual return | 30.14% | 40.35%-10.2pp | 33.27%-3.1pp | 145.39%-115.2pp |
| Employer contribution / active EE | $773 | $2,771-72.1% | $2,313-66.6% | $4,194-81.6% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |