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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,251 | $115,901-11.8% | $100,525+1.7% | $158,931-35.7% |
| Participation rate | 95.5% | 81.6%+13.9pp | 79.4%+16.0pp | 82.0%+13.5pp |
| Annual return | 23.27% | 34.80%-11.5pp | 30.89%-7.6pp | 302.86%-279.6pp |
| Employer contribution / active EE | $2,378 | $4,104-42.1% | $3,418-30.4% | $4,761-50.1% |
| Participant deferral / active EE | $2,774 | $6,675-58.4% | $6,270-55.8% | $5,982-53.6% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |