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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,626 | $117,859+41.4% | $102,438+62.7% | $145,959+14.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 31.72%-16.5pp | 29.37%-14.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $5,860 | $3,615+62.1% | $3,024+93.8% | $4,661+25.7% |
| Participant deferral / active EE | $19,899 | $5,732+247.2% | $5,054+293.8% | $6,689+197.5% |
| Admin fee / account holder | $122 | $13,318-99.1% | $9,448-98.7% | $13,398-99.1% |