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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,680 | $165,939-6.2% | $122,354+27.2% | $147,586+5.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.50% | 34.56%-21.1pp | 30.28%-16.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,441 | $5,754-40.2% | $4,051-15.1% | $4,876-29.4% |
| Participant deferral / active EE | $7,633 | $4,005+90.6% | $3,287+132.2% | $5,439+40.3% |
| Admin fee / account holder | $19 | $7,425-99.7% | $5,479-99.7% | $10,886-99.8% |