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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,964 | $107,666-3.4% | $102,184+1.7% | $154,746-32.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.44% | 29.33%-4.9pp | 31.58%-7.1pp | 172.34%-147.9pp |
| Employer contribution / active EE | $13,000 | $3,846+238.0% | $3,594+261.7% | $4,379+196.9% |
| Participant deferral / active EE | $17,410 | $8,719+99.7% | $8,309+109.5% | $6,730+158.7% |
| Admin fee / account holder | $170 | $12,943-98.7% | $11,609-98.5% | $14,365-98.8% |